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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 partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term 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.
Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
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.