Wescott’s unique blend of experience and innovation has culminated in nearly 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 nearly 35 years of industry-leading financial service. We rely on that experience and our approach to guide you through.
With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability.
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.
For exemplary long-term success and commitment to our clients, Wescott is a proud member of Barron’s Hall of Fame, having appeared for 11 consecutive years on the organization’s annual Top 100 Advisor Rankings, including 2020. Wescott has also been named the #4 Advisor in Pennsylvania on Barron’s 2021 Top 1200 Advisor Rankings by State.
Additionally, Wescott is honored to be recognized by Forbes on their 2021 Best-in-State Advisor list, ranking #3 in Pennsylvania (Private Wealth). The firm was also one of CNBC’s 2019 Top 100 Financial Advisors.
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 June 25, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, revisit the U.S. stock market’s dominance over the last decade and consider the catalysts for change in non-U.S. markets on the horizon.
June 2021 – For years, we’ve been hearing the question: “Are you a fiduciary?” The answer is simple: Yes!
Wescott Financial Advisory Group LLC is proud to announce that the firm has been named to the Philadelphia Business Journal’s 2021 Best Places to Work list.
In this May 24, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, give you three reasons why you shouldn’t just sell in May and go away.
What should high-net-worth and ultra-high-net-worth individuals expect from the American Families Plan’s proposed changes to the current tax code?
In this April 30, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, dive into the state of the U.S. economic recovery, the current administration’s spending plans, and why Wescott’s portfolios are well positioned to handle a change in tax strategy.
