Experience Life-Minded Wealth

We help forward-thinking families make financial decisions that reflect their deepest values and create meaningful impact across generations.

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Where Financial Planning Meets Life Planning

We understand the challenges wealth can bring. At Wescott, we integrate financial and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a specialized approach we call Life-Minded Wealth®.

Discover Life-Minded Wealth®

Wealth should amplify the life you want to live, not complicate it.

Nearly 40 Years of Life-Minded Results

$4.2B AUM

3 Generations of Advisors

B-Corp Certified Since 2020

Est. 1987

Your financial resources and financial mindset, thoughtfully aligned.

Working with my Wescott Advisors has been an outstanding experience that has completely transformed my financial outlook and health regarding investment strategies, saving and spending, and retirement planning. We trust them completely with our financial investments, strategy, and our future.

Current Wescott Client

I realized that despite my intention to be proactive about investing and saving, I lacked the time and expertise required for effective wealth management. Wescott helped us turn good intentions into a clear, long-term plan.

Current Wescott Client

Client received no compensation for testimonial.

Honored for Our Client Commitment

BARRON’S ADVISOR

Top 1200
Advisor by State
2026

Top 15 Advisor in PA

Awarded March 2026

BARRON’S ADVISOR

Top 100
Independent Advisors
2025

Awarded September 2025

BARRON’S

Hall of Fame Inductee

For Over 10 Years Top 100 Ranking

Awarded September 2019

FORBES

Best-in-State Advisor 2026

Top 3 Private Wealth Advisor in PA

Awarded April 2026

FORBES

Top RIA Firms in America 2025

Awarded October 2025

No fee was paid for participation in these rankings.

Full-Service Planning with an Eye on the Bigger Picture

With nearly 40 years of experience and a team that includes investment experts, tax specialists, estate planners, and attorneys, we provide the institutional strength of a large firm with the personalized attention of a boutique practice.

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Track Your Progress with PerfectScore®

A comprehensive financial planning tool that aligns your wealth strategy with your evolving goals.

Learn About PerfectScore®

Your Data is Safe and Secure with myWescottVault®

Our client portal is designed for data monitoring and protection using the latest security features.

Learn About myWescottVault®

Wescott is Proudly B-Corp Certified

Our B-Corp* certification reflects Wescott’s commitment to balancing profit with a positive impact for people and the planet.

Learn More About Our Commitment

Our Insights

See All Insights

How to Talk About Touchy Subjects With Loved Ones, Before a Crisis Turns ‘Ifs’ Into Reality

I’m an Investment Expert: These 5 Steps Can Help You Keep Your Head When Market Volatility Causes Others to Lose Theirs

Seven Practical Steps to Kick Off Your 2026 Financial Planning

Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner

Creating Lasting Impact with Your Year-End Charitable Gifting

Managing Money When You’re Caring for Kids and Parents: A Financial Guide for the Sandwich Generation

A Financial Planner’s Guide to Unlocking the Power of a 529 Plan

The Family Wealth Conversation: How to Prepare Your Children for Inheritance Without Creating Entitlement

Summer Business and Career Transition Planning: How Successful Executives and Professionals Use Vacation Time for Strategic Retirement Decisions

Bring Your Expertise to Our Table

Join Wescott’s team of specialists helping forward-thinking families achieve Life-Minded Wealth®.

Careers

How Can We Help?

Connect with our team. Call us at 215.979.1600 or share your details below, and we’ll be in touch soon.

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