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
CFP®
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
May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
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May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
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