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Our mission is to provide a holistic wealth management experience through meticulous financial planning, strategic tax minimization strategies, and personalized investment advice, empowering clients to achieve their financial goals with confidence and security.
Our Team
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Boys and Girls Clubs Golf Tournament 2024
Wilson Wealth Advisory Group of Janney Montgomery Scott, LLC was a proud sponsor of an outstanding event for a valuable cause - the Boys and Girls Clubs of Northeastern PA, supporting the children of NEPA communities.
North Pocono Public Library Golf Tournament
Janney was a proud sponsor of the 4th Annual North Pocono Public Library Golf Tournament. Great event supporting the wonderful library and its many activities. #NorthPoconoPublicLibrary #Janney
North Pocono Middle School Career Fair 2024
Enjoyed spending time with the North Pocono Middle School students and explaining what we do as Financial Advisors as well as the importance of saving early.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Video Library
Triple Tax Advantages of Health Savings Accounts
Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.
Net Unrealized Appreciation
In this video, we will discuss net unrealized appreciation and how it can be strategically used with your employee stock ownership.
Did you know that understanding social security survivor benefits could significantly impact your family’s financial future?
Did you know that understanding social security survivor benefits could significantly impact your family’s financial future?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 21, 2024
Our "Year-End Checklist for Fiscal Success" Lunch N Learn discussed many topics including Income Tax Planning and preparing for 2024 year-end and the start of 2025. Ryan Wilson, Mark Santaniello and Alex Pucilowski provided insight on these important topics.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.