August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 08, 2025
Excited to share that Janney is now the Official Wealth Management Partner of the Philadelphia Eagles!
I had the honor of attending Tuesday’s ribbon-cutting ceremony celebrating the launch of this partnership and the opening of the Janney Tunnel Club at Lincoln Financial Field.
Just as championships are built on preparation, strategy, and teamwork, we bring those same principles to helping our clients pursue their most important financial goals.
Proud to be part of a team that shares a commitment to excellence — both on the field and in the financial world.
#Janney #PhiladelphiaEagles #WealthManagement #FlyEaglesFly #Teamwork #FinancialPlanning
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
August 01, 2025
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
Exciting news! Janney is now the Official Wealth Management Partner of the Philadelphia Eagles in a new multi-year strategic partnership.
As our CEO Tony Miller shared, “We’re proud to partner with one of the most respected and successful organizations in professional sports to expand our brand presence in our hometown and share Janney’s story more broadly with Eagles fans and sports fans across our footprint. Just like the Super Bowl Champions, we believe success—on the field or in your financial life—comes from preparation, planning, and having the right team in place to achieve your goals.”
This partnership creates meaningful opportunities to strengthen our brand, connect with new audiences, and collaborate with the Eagles on community engagement initiatives, all while celebrating Janney’s deep roots and growth across our entire footprint.
Learn more about this milestone here: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/29/janney-named-official-wealth-management-partner-of-the-philadelphia-eagles
July 21, 2025
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants.
With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 16, 2025
Meet Wilson Wealth Advisory Group's Summer Intern
A big welcome to Thomas Thurber, Wilson Wealth Advisory Group's Summer Intern! Thomas is already off to a great start!!
June 09, 2025
Our Annual Shredding Picnic was held on Sat June 7th at our office. Despite the rainy weather at times, clients enjoyed a BBQ lunch and live music as their confidential documents were shredded on site.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 02, 2025
Janney was proud to be a sponsor of the EMPOWER 2025 Women's Conference presented by the Greater Scranton Chamber of Commerce on April 24th. Enjoyed a day of positive inspiration and purpose for women through interesting speakers and breakout sessions. Thanks to branch manager Rick Kearney for sponsoring! #EMPOWERNEPA #JANNEY
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 15, 2025
Congratulations to our teammate, Ryan Wilson, on being named to the 2025 Forbes list of Best-In-State Wealth Advisors for a 3rd consecutive year. A very special thanks to our clients for the trust and confidence you place in us each and every day!
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
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!
