Wescott’s unique blend of experience and innovation has culminated in nearly 35 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 nearly 35 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. In 2021, we were honored again by B Corp and named one of their Best for the World companies in the Workers category.
Wescott is proud to be recognized by the Philadelphia Business Journal as their #1 Small Company in the Greater Philadelphia region on their 2021 Best Places to Work list. We understand that this honor, and our collective success, is due to the talents, professionalism, empathy, and expertise of our team. We are committed to creating innovative opportunities for them within the company, within the profession and within the community.
For exemplary long-term success and commitment to our clients, Wescott is a proud member of Barron’s Hall of Fame, having appeared for 12 consecutive years on the organization’s annual Top 100 Advisor Rankings, including 2021. Wescott has also been named one of the Top 5 Advisors 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.
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.
STAY IN THE KNOW
In this December 20, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss where the 2021 rollercoaster may take us in 2022.
December 14, 2021 – Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success
November 11, 2021 – Tis the season for charitable gifting, and Wescott’s team of financial and tax planning experts has all of the best strategies and information to help you maximize the benefit of your donation.
November 1, 2021 – Wescott Welcomes Seasoned Financial Advisor and UHNW Family Office Expert
In this September 30, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, preview Wescott’s 2021 Fourth Quarter Outlook.
At Wescott, our team is focused on delivering advice that combines your financial assets and your financial mindset. Known for our Life-Minded Wealth® approach, we are proud to shine a spotlight on the people behind that approach and have them share a little about what drives them professionally and personally.
