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.
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 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.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 09, 2023
Had the wonderful opportunity to attend Lehigh University’s Center for Financial Services (CFS) 2023 Conference: Investing in Collectibles on March 8th in NYC! This enlightening panel discussion was moderated by Robert Frank (Wealth Editor, CNBC) with panelists that included: Yves de Launay (Head of wine, Sotheby’s), Eric Wind (Owner, Wind Vintage), and Elizabeth Wainstein (Owner, The Potomack Company). Attendees learned about the state of various collectible markets and heard the fascinating stories abouts the panelists’ experiences. Many thanks to Katheen Hanley, Professor of Finance and Director of the CFS, and Meg Foley Wolf, Assistant Director of the CFS, for organizing the event. And thank you to the chair of the CFS Advisory Committee, Seth Finkel and Neuberger Berman for hosting us. A superb time was had by all!
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.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.