Put Your Financial Future in Wescott's Capable Hands

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.

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 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 inaugural 2022 Top 100 RIA Firms in the U.S. list and their 2022 Best-in-State Advisor list, ranking in the Top 5 in Pennsylvania (Private Wealth).

The Best Place to Work

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.

Wescott is Proudly B Corp Certified

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.

A Partnership from the Start

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.

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