Financial Direction in a Complex World

Wealth Management Strategies for Merck® Executives and Families

APS Powered by Wescott

Since 1987, APS Powered by Wescott has been providing current and retired Merck® executives and other pharmaceutical executives and their families with practical and broad-based holistic financial guidance.

Now, as a part of Wescott Financial Advisory Group, we will continue our legacy of being a fee-only fiduciary and a multi-faceted, independent RIA that works with these individuals and their families to develop strategic plans for their wealth.

We tailor our plans to individual objectives, personal goals, habits, dynamics, and financial experience, developing customized strategies that consider both the personal and financial aspects of our clients’ lives through our unique Life-Minded Wealth® approach.

Our Services

Six key components that help define your financial journey.

Financial Planning

We help you plan for today and the future with our holistic approach to wealth management.

Employee Benefits Planning

We help you maximize the benefits available to you during and after your working years.

Risk Management

We help you preserve your financial assets during impactful life events.

Tax Planning

We help you minimize federal and state income tax liabilities compliant with tax laws.

Investment Planning

We help you preserve and grow your financial assets independent of your income through tailored investment portfolios.

Estate Planning

We help you build a plan to maximize asset protection and distribution control while minimizing estate taxes and probate.
Learn more about our services

Our Team

Our collaborative team of certified financial professionals (CFP®) and wealth management professionals have a deep understanding of Merck’s* compensation offerings and have developed holistic wealth management strategies based on these intricate plans. We know you and your goals and we are here to help you achieve your financial peace of mind.

LEARN MORE ABOUT OUR TEAM

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APS POWERED BY WESCOTT CLIENT PORTAL
APS POWERED BY WESCOTT DOCUSAFE
APS POWERED BY WESCOTT CLIENT PORTAL
APS POWERED BY WESCOTT DOCUSAFE

*The use of Merck’s name is neither a testimonial nor endorsement of Wescott, APS Powered by Wescott or Wescott’s wealth management services by Merck & Co., Inc. (“Merck”), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with Wescott to provide these services to Merck, or any of its employees. Merck’s name is strictly used to identify APS Powered by Wescott’s selective client niche, as determined solely by Wescott. Wescott provides holistic wealth management services to individuals and families with all work backgrounds, while APS Powered by Wescott primarily focuses on building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck executives / retirees and their families, when selected to do so by those individuals.

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