Wilson Wealth Advisory Group of Janney Montgomery Scott LLC

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.

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4hD7ZBL

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4xucNxE

08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.

Any big changes in the Fed’s approach will have to wait for the various policy “task forces” to issue findings.