A different kind of advisory firm.
Wescott is an independent investment advisory and wealth management firm with a unique approach to achieving client goals.
Founded in 1987 by CEO Grant Rawdin, Esq. from his tax and business practice at national law firm Duane Morris LLP, Wescott now has more than $2 billion in assets under management with offices in Philadelphia, Boca Raton, Miami and San Francisco.
Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth™.
At the center of our approach, and our clients’ success, is a team of interdisciplinary experts including J.D.s, LL.M.s, CPAs, Ph.D.s, MBAs, CFP®s, and CLUs — topped off with a psychologist. Our unmatched team delivers customized advice and strategies based on each client’s specific needs.