Wescott Financial Advisory Group LLC Designated as Premier Advisor in South Florida by the National Association of Board Certified Advisory Practices
Firm one of two to receive “Exemplary” designation for financial planning
MIAMI, FL—Wescott Financial Advisory Group LLC, an SEC-registered, fee-only investment advisory and wealth management firm, is pleased to announce it has been recognized with the elite distinction of a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management. Furthermore, Wescott was one of only two firms ranked out of 54 regionally as “exemplary” in the financial planning arena.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
Wescott’s Joyce Kory, Chair of the firm’s Florida Advisory Board, said, “We are honored to receive this impressive recognition from NABCAP and pleased to be acknowledged for our client-centric approach. We are especially proud to be one of only two firms deemed ‘exemplary’ in financial planning, a distinction we are proud to embody. Clients’ needs and goals are our top priority, and securing their financial future is a responsibility we take very seriously.”
The NABCAP Premier Advisors were announced in the November 18 edition of the South Florida Business Journal.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visitwww.nabcap.org for more information.
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 20 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. With offices in Philadelphia, Miami and Boca Raton, Wescott's mission is “Achieving Client Goals”. For additional information, please visit www.wescott.com.