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.
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.
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.
STAY IN THE KNOW
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.
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 16, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss the shift from investors worrying that the U.S. economy was heading for a recession to worrying that it is growing too quickly, and the ramifications of potential inflation.
In this April 2, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss a reopening of the United States economy and the effect of hopefulness on the markets.
In this March 22, 2021 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, break down the cryptocurrency basics, offer some historical context, and shed some light on Wescott’s cryptocurrency strategy.
