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
June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
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June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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