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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Summary of The CARES Act
Information regarding the CARES Act
Articles by Ryan Wilson
Insights from Ryan Wilson, examining market conditions, investment strategy, and financial advice.
How We Help Our Clients
We work closely with each client to create an individual plan for their financial future. These videos explain the process.
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.
Janney Toy Drive
Wilson Wealth Advisory Group was delighted to host a Toy Drive to benefit the Boys and Girls Clubs of NEPA this holiday season. Many clients and Janney staff contributed toys to brighten the holidays for area children. Thank you for your support, it is greatly appreciated!
Mark Luschini on the Markets
We were honored to host Janney's Chief Investment Strategist, Mark Luschini, who shared his thoughts on the markets and the economy for our clients this week. #Janney
Financial Planning Workshop
Honored to recently present some of my best practices for using financial planning to maximize favorable client outcomes at Janney's Financial Planning Regional Workshop.
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.
Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 26, 2023
Jeremy Siegel, PhD is always an insightful keynote speaker. His valuable perspective was the perfect way to wrap-up the Janney Elite Conference.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What Is Your Risk Tolerance Level?
Tips on gauging your risk tolerance level
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.