Wescott’s unique blend of experience and innovation has culminated in more than 30 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 more than 30 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 in more than 10 of the organization’s annual Top 100 Advisor Rankings, including 2020. Wescott has also been named the #1 Advisor in Pennsylvania in Barron’s 2020 Top 1200 Advisor Rankings by State.
Additionally, Wescott is honored to be recognized as one of 2019’s Top 100 Financial Advisors by CNBC.
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 episode of Wescott’s Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through July 17, 2020 and reviews the latest virus information and national recovery efforts.
In this episode of Wescott’s Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through July 2, 2020 and shares Wescott’s initial outlook on what comes next in the third quarter.
In this episode of Wescott’s Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through June 26, 2020, with a focus on the virus and its implications on the economy.
In this episode of Wescott’s Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through June 19, 2020, with a focus on asset classes.
In our latest episode, Mark provides a market update through Thursday, June 11, 2020; reviews Wescott’s portfolio framework and offers five additional actions we can take during market volatility.
In the latest episode of Wescott’s Market and Economic Outlook Series, Chief Investment Officer Mark McCarron provides a market update through Friday, June 5, 2020, with a focus on the actions you can take during market volatility.
