Professional
A partner in a large law firm was looking to retire early and give back to the community through pro bono work and teaching, while also ensuring he had saved...
A partner in a large law firm was looking to retire early and give back to the community through pro bono work and teaching, while also ensuring he had saved...
Relationships and connections are at the heart of each Wescott client engagement. A boutique firm with the resources of a large financial advisory organization, Wescott...
A law firm partner, approaching 60, married with no children, has voluntarily halved his billable hours and income—but realizes he needs to protect his savings to secure...
One hundred employee investors in the pension fund of an organization needed guidance in how to plan for their individual retirements.
A 40-year-old charitable foundation was unsatisfied with its administrative trustee and investment manager. The board engaged Wescott for the investment management...
