Wescott’s unique blend of experience and innovation has culminated in over 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 over 35 years of industry-leading financial service. We rely on that experience and our approach to guide you through.
For exemplary long-term success and commitment to our clients, Wescott is a proud member of Barron’s Hall of Fame, having appeared for 13 consecutive years on the organization’s annual Top 100 Advisor Rankings, including 2022. Wescott has also been named one of the Top 3 Advisors in Pennsylvania on Barron’s 2023 Top 1200 Advisor Rankings by State.
Additionally, Wescott is honored to be recognized by Forbes on their inaugural 2022 Top 100 RIA Firms in the U.S. list and their 2023 Best-in-State Advisor list, ranking in the Top 3 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.
With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability.
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.
