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Winner Pauliny Wealth Management
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Adjusting to Life Financially after a Divorce
Going through a divorce can be an emotionally trying time. It's important to be aware of how your financial position will be impacted.
Charitable Contributions from IRAs
The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Team Volunteering
Habitat For Humanity
Harford County Humane Society
Aberdeen Rotary
Service Above Self:"Of the things we think, say or do:Is it the TRUTH?Is it FAIR to all concerned?Will it build GOODWILL and BETTER FRIENDSHIPS?Will it be BENEFICIAL to all concerned?
Havre De Grace Decoy Museum
Located on the banks of the historic Susquehanna Flats, the Havre de Grace Decoy Museum houses one of the finest collections of working and decorative Chesapeake Bay decoys ever assembled. The museum was established in 1986 as a private, non-profit institution existing to preserve the historical and cultural legacy of waterfowling and decoy making on the Chesapeake Bay. Todd currently serves on the Board of Directors for the museum.
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.
Bel Air Office Community Give Back
The Bel Air office of Janney Montgomery Scott LLC has been a proud member of the community for years. Please join us once again for our 2024 community outreach partnership benefiting Anna’s House and The MD Food Bank.
Donations will be accepted in person at our office and by mail from December 1 - 31.
THANK YOU FOR YOUR SUPPORT! WE APPRECIATE YOU!
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 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.
September 30, 2024
Join the Bel Air office for our annual document shredding event. This Saturday October 5th from 9am-12pm. in our parking lot at 116 Hays Street, Bel Air, MD 21014. This event also benefits Socktober! A charitable initiative the provides new socks to homeless shelters. A dropbox will be available. Any donation is appreciated!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.