Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Rd
Suite 101
Wyomissing, PA 19610
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Your Wyomissing Team
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Chiara Sockel Renninger
CFP®
Wealth Advisor
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Scott Worley
CFP®
Wealth Advisor
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Brad Brisan
CFP®
Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Andrew Urban
Associate Wealth Advisor
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Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
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Matt Spezialetti
CFA®, CFP®
Manager, Advisory Team Leadership
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Debbie Ackelson
Client Relationship Specialist
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Miné Weaver
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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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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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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