Wescott’s unique blend of experience and innovation has culminated in over 35 years of specialized financial services. We rely on that experience and our solutions to guide you through.
Wescott’s unique blend of experience and innovation has culminated in over 35 years of specialized financial services. We rely on that experience and our solutions to guide you through.
Wescott is proud to be recognized by many national publications and industry organizations, some of these honors include:
Forbes 2025 Best-in-State Advisor – Top 3 Private Wealth in Pennsylvania (Awarded April 2025 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
Barron’s 2025 Top 1200 Advisor by State – Top 15 Advisor in Pennsylvania (Awarded March 2025 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
Barron’s 2024 Top 100 Independent Advisor – (Awarded September 2024 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
Forbes 2024 Top RIA Firms in America – (Awarded October 2024 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
Barron’s Hall of Fame Inductee (Awarded September 2019 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
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.
With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability.
Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification.
STAY IN THE KNOW
June 2025 – Families who take time to document their conversations and create systems for follow-through see dramatically different outcomes than those who rely on memory alone. The difference isn’t just in the planning—it’s in the relationships and the legacy itself.
June 2025 – For families thinking about their legacy, these summer gatherings are the perfect time for exploring the values and goals that should guide future generations.
May 2025 – Many clients ask: How should I prepare for this conversation? What opportunities should I prioritize? And what mistakes should I avoid? This piece provides actionable guidance to help you maximize your mid-year review while avoiding common pitfalls that can potentially derail your financial planning efforts.
May 2025 – As June approaches, we reach a strategic pause point in your financial year—a perfect moment to assess progress and make thoughtful adjustments to your wealth strategy. Mid-year reviews can be an opportunity to ensure your wealth continues to support your life and goals.
In this May 22, 2024 episode of Wescott’s Market and Economic Outlook series, our President and COO, Carrie Delgott, and Partner and CIO, Mark McCarron, discuss how companies like NVIDIA and Apple are using (and profiting from) it to best position themselves for what comes next, and the opportunities AI creates for its creators (or, us.)
In this November 3, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss the Federal Reserve’s approach to inflation and whether we may have reached an inflection point, and review the significance of a 60/40 portfolio strategy.
