Our Journey is Your Journey

• Our Foundation: 1987

  

  While serving as a tax and business attorney, Grant Rawdin discovered his calling after realizing his clients needed comprehensive wealth management that covered both technical complexities and personal relationships. What began as personalized financial guidance evolved into Wescott’s founding principle: families need partners who view wealth decisions through multiple lenses, considering the personal, tax, legal, and investment implications of every decision.

• The Early Years: Building Trust and Expertise

  

  From its Philadelphia headquarters, Wescott grew organically, one relationship at a time. Grant’s diverse background as an attorney, accountant, and Certified Financial Planner® professional created comprehensive expertise rare in the industry.

  The firm’s legal foundation instilled a culture of rigorous client advocacy that continues today, giving Wescott a strategic edge in understanding multiple dimensions of financial decisions.

• B-Corp Certification: Aligning Values with Action

  

  In 2020, Wescott achieved Certified B-Corporation status, formalizing a commitment to social and environmental responsibility that had long been part of the firm’s DNA. This certification is a reflection of the firm’s belief that financial success can go hand-in-hand with social and community impact.

• Evolution and Growth: The Expanding Vision

  

  As decades passed, Wescott attracted like-minded professionals and clients who valued holistic approaches. The team grew to include specialists in investments, financial planning, law, taxation, family counseling, and psychology.

  This philosophy crystallized into Wescott’s trademarked Life-Minded Wealth® approach—a methodology that integrates clients’ psychological and emotional perspectives with financial priorities, which is often overlooked in an industry focused largely on numbers.

  Learn About Life-Minded Wealth®

Recognition and Impact