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.
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).
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.
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.
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 August 19, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, dive into the details to decipher the true state of the economy, where we’re heading, and what you should not do.
August 2022 – Retirement is an exciting time of your life, but it’s a decision that requires a lot of consideration and planning. While you navigate the implications of a volatile stock market on this significant life event, we have three tips to provide you with some actionable next steps.
In this June 28, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, talk about the Fed’s aggressive plan to fight inflation, the repricing of the bond and equities markets, and Wescott’s strategy to build portfolios that weather inflation.
In this May 27, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain the specific conditions of an economic recession and discuss the steps that Wescott has taken, past and present, to create portfolios that weather the storm.
In this April 23, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Senior Financial Advisor, Stephanie James, discuss the market’s continuing volatility and provide a number of tips to navigate the choppy waters.
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
