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Willett Phelan Myers Rodts Wealth
Combining over 100 years of financial services experience, the Willett Phelan Myers Rodts Wealth team works with individuals, families, and businesses to guide financial decision-making and create plans to help accomplish our client’s goals. Led by Chris Willett, Scott Phelan, Kevin Myers, and Avery Rodts — our team is dedicated to growing clients' wealth, protecting their assets, and utilizing tax-efficient planning strategies. We work with and for our clients, tailoring plans to fit their unique needs, preferences, and values. Through our comprehensive and client-first approach, we foster long-term relationships to advise clients through all phases of their financial journey.
Awards
Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2023 Best in State Wealth Advisor.
Forbes Best in State Wealth Management Teams
Phelan and Myers Wealth Management Group was recognized by Forbes as a 2023 Best in State Wealth Management Team.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Two for Twenty Podcast
Episode 11 – Remembering 9/11
Listen in to this quarter's podcast with Scott Phelan as he interviews Greg Trevor, previous Sr. Information Officer for the Port Authority of NY & NJ.
Episode 10 – The Most Common Mistakes Investors Make
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss the most common mistakes investors make.
Episode 9 – What to Expect From the Markets and Economy in 2023 With Mark Luschini
Listen in to this quarter's podcast featuring special guest Mark Luschini, Janney's Chief Investment Strategist.
Monday Morning Outlook
Don't Fall for the Q3 Head-Fake - September 25, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Higher Rates & A Shutdown On The Menu - September 18, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Our Stagflationary Future - September 11, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.