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Our mission is to thoroughly understand you, your family, and your assets, and then use this information to determine any areas of issue or concern, identify opportunities and make recommendations to help you reach your goals. We enjoy seeing clients and their families prosper and thrive from one generation to the next.
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.
Discussing Identity Theft and Check Fraud at Local Community Center
Alex Pucilowski and Patti Betti of Wilson Wealth Advisory Group discussed Preventing Check Fraud and ways to protect yourself from Identity Theft at a local community center on Friday November 10th.
Scranton Area Community Foundation
Laura Ducceschi from the Scranton Area Community Foundation spoke to Janney clients to explain the mission and organized philanthropy of the Foundation
Boys & Girls Clubs of NEPA Golf Tourney
Janney was a proud sponsor of the Boys & Girls Clubs of NEPA Golf Tournament. Wonderful event supporting the children of NEPA communities. #Janney #BoysandGirlsClubsofNEPA
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.
Recent Event: 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 Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
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
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.