Wescott’s unique blend of experience and innovation has culminated in more than 30 years of industry-leading financial service. We rely on that experience and our approach to guide you through.
Wescott’s unique blend of experience and innovation has culminated in more than 30 years of industry-leading financial service. We rely on that experience and our approach to guide you through.
With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability.
Wealth is powerful. Wealth is personal. But wealth isn’t easy. The demands of managing the moving parts of your financial life along with the desire to leave a lasting, meaningful legacy for your family can be all-consuming. At Wescott, we understand the challenges wealth can bring.
For exemplary long-term success and commitment to our clients, Wescott is a proud member of Barron’s Hall of Fame, having appeared for 11 consecutive years on the organization’s annual Top 100 Advisor Rankings, including 2020. Wescott has also been named the #4 Advisor in Pennsylvania on Barron’s 2021 Top 1200 Advisor Rankings by State.
Additionally, Wescott is honored to be recognized by Forbes on their 2021 Best-in-State Advisor list, ranking #3 in Pennsylvania (Private Wealth). The firm was also one of CNBC’s 2019 Top 100 Financial Advisors.
STAY IN THE KNOW
In this March 22, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, break down the cryptocurrency basics, offer some historical context, and shed some light on Wescott’s cryptocurrency strategy.
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Recently, Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
In this episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain why Wescott’s portfolios are built to benefit in the current environment and discuss the indications that the markets are seeing a light at the end of the tunnel of the COVID-19 pandemic.
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott’s tax-smart investment strategy, and how our approach is applied to your portfolio.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
With 2021 underway, many investors and financial advisors are focused on potential tax reform in the year or years to come.
