Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Rd
Suite 101
Wyomissing, PA 19610
Your Wyomissing Team
Chiara Sockel Renninger
CFP®
Wealth Advisor
Scott Worley
CFP®
Wealth Advisor
Brad Brisan
CFP®
Wealth Advisor
Sean McGinn
Associate Wealth Advisor
Andrew Urban
Associate Wealth Advisor
Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
Matt Spezialetti
CFA®, CFP®
Manager, Advisory Team Leadership
Debbie Ackelson
Client Relationship Specialist
Miné Weaver
Client Relationship Specialist
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Enjoy some of our latest resources
April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
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March 31, 2025
Is U.S. Outperformance Sustainable?
Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. What might this mean for investors?
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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