Velnoskey Wealth Management Group

Velnoskey Wealth Management Group

Categories

Insurance: Life & Long Term Care Life Insurance - Annuities Investments Financial Planning

About

Since 1987, Douglas Velnoskey, CFP® has served as a financial advisor for affluent individuals, their families and their businesses as well as several non-profits locally in Maryland and across the United States. In 2011, Bryan Carney, CFP®, CRPS®, partnered with Doug to provide our clients with enhanced financial planning and retirement services.  In 2018, Coleen Kramer Beal, AWMA®, CLTC® joined the partnership to provide additional advice, estate and insurance services to our valued clients.The Velnoskey Wealth Management Group is the evolution of our tireless focus and dedication to holistic wealth management; which includes a balanced and thoughtful approach to financial planning, asset management and insurance services. Our vision is to meaningfully enhance the lives and legacies of our clients with trusted, personalized planning and advice through multi-generational relationships.

Contacts

Primary
Coleen Beal
Financial Advisor

Bryan Carney CFP®, CRPS®
Financial Advisor

Douglas Velnoskey CFP®
Executive VP/Wealth Management

Gary Wright
Registered Private Client Associate

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