Pension Fund
One hundred employee investors in the pension fund of an organization needed guidance in how to plan for their individual retirements.
One hundred employee investors in the pension fund of an organization needed guidance in how to plan for their individual retirements.
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 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...
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 scientist in his early 60s received a significant buyout from his employer, but needed guidance from a financial advisor willing to work with corporate headquarters...
A wealthy couple with grown, successful children. The husband was hoping to sell his assets and better control various other assets accumulated and mismanaged over the...
