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.
Shredding Picnic 2023
On Earth Day, April 22, 2023 the Wilson Wealth Advisory Group held the fifth annual Earth Day Shredding Picnic. Clients and friends brought their confidential documents for environmentally safe shredding and enjoyed a picnic lunch and live music.
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
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.
Retirement Planning: Answering the Difficult Questions
A variety of risks can put roadblocks in your path to a financially secure retirement. Unless you are aware of these risks and plan for them, you could be at increased risk of running out of retirement assets and income. Register by emailing us at wilsonwealthadvisory@janney.com
Retirement Planning: Answering the Difficult Questions
A variety of risks can put roadblocks in your path to a financially secure retirement. Unless you are aware of these risks and plan for them, you could be at increased risk of running out of retirement assets and income.
Recent Event: Life Happens
Meg Muldoon 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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, 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
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.