March 07, 2025
Please join us for our March 25th Lunch N Learn at Noon EST "Unlocking the Power of Online Access: Exploring its Capabilities." Register on our Events page: https://advisor.janney.com/wilsonwealthadvisorygroup/events
Stay connected to your financial goals and the plan to advance you toward them.
Discover where to find information about your portfolio at your fingertips such as:
• Statements
• Tax Documents
• Your Financial Planning Analysis
• Allow account access for interested parties and authorized guests (attorney, tax preparer, Power of Attorney).
• Document Vault to secure your documents (Wills, Trusts, Power of Attorney)
• My Net Worth/Account Aggregator Tool (see all your assets in one location)
• And much, much more!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 05, 2025
Join teammate and Financial Advisor Mark Santaniello, CRPC™️ at the No. 27 Café,100 S Abington Rd, Clarks Summit, PA, on Wed. Feb 19 at 8:00AM to discuss Social Security Strategies and enjoy a complimentary coffee. Bring your questions and talk finance! Any questions, contact Mark at (570) 963-9203.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 09, 2025
Interested in learning about planning for retirement? Join teammate and Financial Advisor, Mark Santaniello, CRPC™️ on Wed January 15th at 6pm at the North Pocono Public Library where he will provide tips on preparing for retirement.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 21, 2024
Our "Year-End Checklist for Fiscal Success" Lunch N Learn discussed many topics including Income Tax Planning and preparing for 2024 year-end and the start of 2025. Ryan Wilson, Mark Santaniello and Alex Pucilowski provided insight on these important topics.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 10, 2024
Our Oct 9th Virtual Lunch N Learn featured Laura Ducceschi from the Scranton Area Community Foundation discussing Donor Advised Funds, their charitable impact & tax benefits.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
October 01, 2024
Wilson Wealth Advisory Group of Janney Montgomery Scott, LLC was a proud sponsor of an outstanding event for a valuable cause benefitting the Boys and Girls Clubs of Northeastern PA.
September 19, 2024
Team Member and Financial Advisor, Mark Santaniello, CRPC™️ (Chartered Retirement Planning Counselor) hosted an informative seminar on Tax Savings Strategies for Retirement last night in the community.
September 18, 2024
3 team members attended a Teaming Summit in Phila last week. Former Olympic Bobsledder, and ex-NFL player, Johnny Quinn provided an energetic & motivating speech on positivity & overcoming obstacles.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
