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 2023 Best-in-State Advisor – Top 3 Private Wealth in Pennsylvania (Awarded April 2023 – 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 2023 Top 1200 Advisor by State – Top 3 Advisor in Pennsylvania (Awarded March 2023 – 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 2023 Top 100 Independent Advisor – Top 20 Independent Advisor in the U.S. (Awarded September 2023 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
Forbes 2022 Top 100 U.S. RIA Firms – Inaugural Year (Awarded October 2022 – 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
May 2023 – Robert Waskiewicz, Principal, Senior Financial Advisor, discusses the tax planning strategies investors can employ year-round to prepare for the next tax season and beyond.
March 2023 – At Wescott, we are focused on elevating diverse voices within our team, as we believe unique perspectives are what lead to better outcomes for everyone. Since 1987, Wescott has prioritized diversity and encouraged female representation at all levels of the firm.
In this February 17, 2023 episode of Wescott’s Market and Economic Outlook series, CIO, Mark mcCarron, discusses the impact of cooling inflation, geopolitical tensions stirred by the voyage of Chinese spy balloons, and a debate over the debt ceiling that is likely to carry on for some time.
February 2023 – Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor should know today in order to prepare for tomorrow.
January 2023 – It can be tempting to want to overhaul your financial plan and start anew, but that’s not always the recommended course of action. Learn more about five investment resolutions that will help you stay on track to achieve your life and financial goals in 2023 and beyond.
In this November 22, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, review the biggest headlines we’re watching right now, including the Federal Reserve’s strategy to combat inflation and the spiraling cryptocurrency markets.
