Wescott’s unique blend of experience and innovation has culminated in 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 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 10 Advisors in Pennsylvania on Barron’s 2022 Top 1200 Advisor Rankings by State.
Additionally, Wescott is honored to be recognized by Forbes on their 2022 Best-in-State Advisor list, ranking in the Top 5 in Pennsylvania (Private Wealth).
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
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. 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 March 3, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, analyze how the conflict is influencing specific sectors, and how our portfolios are prepared should tensions continue to escalate.
In this February 1, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, chat about why portfolio diversification could be this year’s secret weapon against a changing market.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
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.
