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About Us

Putting You First, Every Step of the Way

At WealthWorks Financial, our mission is simple: to provide clear, personalized financial guidance that empowers you to take control of your future. We know that navigating wealth management, tax planning, and retirement strategies can be overwhelming—but it doesn’t have to be.



We became financial professionals because we saw firsthand how challenging it can be for individuals and families to find trustworthy, straightforward advice. Now, with decades of experience, we’ve built a reputation in Whitehall, PA, and the Lehigh Valley for helping our community master personal finance with confidence.

Our Approach

A Team Committed to Your Success

We believe that financial planning is most effective when it’s collaborative. That’s why we take a team-based approach, bringing together diverse backgrounds and expertise to provide well-rounded strategies tailored to your unique situation.

No single strategy works for everyone, which is why we take the time to understand your specific goals and challenges. Whether you’re planning for retirement, managing investments, or preparing for the unexpected, we ensure that every step—from planning to execution—is designed with you in mind.

A diagram of the wealthworks planning process.

Our Purpose

The WealthWorks Financial planning process is intentionally circular, so that in the event of a change - no matter how big or small - we can easily identify changes and make adjustments to your plan.

Our History

Decades of Experience, One Shared Mission

WealthWorks Financial was founded by John Giancaterino, ChFC, CLU, and Michael Tunke, two financial advisors with a combined 60+ years of experience. Though their paths to financial advising were different, their shared commitment to helping individuals and families achieve financial confidence brought them together to create a firm dedicated to service, education, and results.

We are proud to serve Whitehall, PA, and the greater Lehigh Valley community with financial guidance rooted in trust and transparency.

Our Commitment to You

Whether you’re planning for the future, managing your investments, or looking for a strategic tax plan, our team is here to guide you every step of the way.

Who We Serve

Tailored Financial Strategies for Every Stage of Life

  • Individuals & Families

    If you’re in your peak earning years, setting up a strong financial foundation is critical for both short-term stability and long-term security. We help individuals and families develop smart saving habits, plan for major life events, and build lasting wealth.

  • Retirees & Pre-Retirees

    After decades of working and saving, transitioning into retirement income planning can be overwhelming. We help retirees and pre-retirees develop personalized strategies that ensure a smooth shift from earning a paycheck to living off their accumulated wealth.

  • Business Owners & Entrepreneurs

    As a business owner, you’re focused on running and growing your company. But financial planning is just as important for your business’s long-term success as it is for your personal wealth. We help entrepreneurs strategically manage cash flow, protect their businesses, and plan for succession.

  • Teachers & Educators

    Between lesson planning, grading, and helping students succeed, teachers often don’t have time to navigate their own financial future. We specialize in helping educators understand pension plans, maximize retirement savings, and coordinate benefits for a secure future.

  • Financial Planning for Women

    Women often take on multiple financial responsibilities—from growing careers to managing family finances, planning for retirement, or navigating life changes such as divorce or widowhood. We offer personalized financial strategies designed to provide stability, security, and confidence at every stage of life.

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