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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.
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
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.