Who We Are
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.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
