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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.
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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.
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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.
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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.
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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.
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Food Drive for Weinberg Regional Food Bank
Grateful for our generous clients and everyone who contributed nearly 200 pounds of food for our Food Drive! We delivered items to the CEO Weinberg Northeast Regional Food Bank serving 5 counties in our area. Our team was enlightened about all the wonderful work the Food Bank does and it was a pleasure to volunteer at their amazing facility. #PeopleHelpingPeople #feedingnepa
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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.
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.
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A Medicare Primer: Learn Your Options
With a variety of options and plans available, Medicare can seem overwhelming, particularly if you don't yet know the basics. Join Janney specialists to help you navigate the many considerations, types of coverages and costs for you and your family, to aid you in making informed decisions for your health coverage and financial picture.
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The Power of Donor-Advised Funds for Impactful Giving
Discover the flexibility and power of donor-advised funds as we guide you through effective strategies to magnify your charitable impact while maximizing potential tax benefits.
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The Washington Update with Jeff Bush
Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals. This year's Presidential election will surely heighten the interest in this timely presentation.
Video Library
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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?
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Secure Act 2.0 Updates
Discussing 5 financial changes for 2024 that may provide retirement savings opportunities.
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FAFSA Updates
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 12, 2024
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Please join us for a Virtual presentation - Long-Term Care: Perceptions, Realities and Steps You Can Take To Prepare this Wed July 17th at Noon EST. Register at: https://advisor.janney.com/wilsonwealthadvisorygroup/events
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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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.
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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.
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