Wilson Wealth Advisory Group of Janney Montgomery Scott LLC

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

09/01/2026

Financial planning should begin with more than numbers. It should begin with understanding your life—what matters most, what you've worked for, and what you want your next chapter to look like.

That belief is at the heart of how we serve our clients at Wilson Wealth Advisory Group.

This short video shares a little more about our philosophy, why financial planning is at the core of everything we do, and the thinking behind the Wilson Wealth Blueprint™️.

Your Next Chapter—Designed with Intention.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

08/29/2026

08/28/2026

Financial planning should begin with more than numbers.

It should begin with understanding you—what matters most, what you’ve worked for, and what you want your next chapter to look like.

That belief is at the heart of how we serve our clients at Wilson Wealth Advisory Group.

In this short video, we share more about our philosophy, why financial planning is at the core of everything we do, and the philosophy behind the Wilson Wealth Blueprint™.

Your Next Chapter—Designed with Intention.

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4xq1dUY

08/19/2026

Grateful for an evening that offered both valuable perspective and genuine inspiration. Janney‘s Chief Investment Strategist, Mark Luschini, shared his thoughts on the markets and economy—always an educational experience for our clients.

We were also fortunate to hear from Marci Schankweiler, Founder and CEO of For Pete's Sake Cancer Respite Foundation, and Bob Kiesendahl, owner of Woodloch Resort, about “Pete’s Dream”, a first-of-its-kind cancer respite center in the U.S. being built at Woodloch in Hawley, PA.

Mark provided perspective on the world around us, while Marci and Bob reminded us what vision, purpose, and generosity can make possible.
Thank you to our speakers, clients, and friends who joined us for such a meaningful evening.

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4zqhqKY

08/17/2026

Hear from Mark Santaniello as he explains what options may be available if your income exceeds the annual limit for contributing directly to a Roth IRA.

08/17/2026

Proud to sponsor the 6th Annual North Pocono Public Library golf tourney supporting the library and all its terrific activities.