CNBC Ranks Wescott Financial Top Wealth Management Firm: Wescott Ranked Third Nationwide
Philadelphia, PA – Wescott Financial Advisory Group, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to announce that it has been ranked third on CNBC ’s list of the “Top 100 Fee-Only Wealth Managers.”
“At Wescott, we pride ourselves on our commitment to always representing our clients’ best interests and achieving our clients' goals. To be recognized as one of the country's top wealth advisors by a preeminent news organization is an honor and validation of our hard work,” said Grant Rawdin, Wescott’s founder and CEO. “Along with our ongoing annual ranking in the Top 50 firms nationally by Barron's and being named one of the Top Five Investment Research Teams in the country by Financial Advisor magazine, these impartial recognitions are truly humbling.”
In compiling the list, which was independently researched, metrics were used balancing investment performance and capabilities with a focus on substantive planning services and skills, and professional designations. The firm’s staff of subject-matter experts with CFPs, JDs, CPAs, CFAs, CLUs, MBAs and Ph.D. was a key contributor to this recognition.
Wescott’s interdisciplinary team has substantive backgrounds in investment, asset, business, retirement, transition, estate and tax planning. With the depth of experience of an institutional investment management organization and the entrepreneurial spirit of a boutique firm, Wescott is unlike most wealth management firms. While offering comprehensive wealth management services is not unique, Wescott’s deeply strategic and highly disciplined approach is uncommon.
The firm is proud to be among the nation’s largest independent wealth managers with 400 clients and $1.8 billion in assets under management. The firm is managed from offices in Philadelphia, Penn, Boca Raton and Miami, Fla., and San Francisco, Calif.
About Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked third nationally on CNBC’s list of Top 100 Wealth Management firms, is positioned in the top 50 nationally by Barron’s, and its Investment Research Group was named one of the top five investment research teams in the country by Financial Advisor magazine. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit www.wescott.com/press/digital-press-kit.
MEDIA CONTACT: For further information please contact Tracy Abriola at firstname.lastname@example.org or 215.979.1668.