Real Stories of
Life-Minded Wealth®
When your financial strategy aligns with your life goals, remarkable things happen. These stories showcase how Wescott’s collaborative team of experts helped clients move from feeling overwhelmed by complex financial decisions to experiencing clarity, confidence, and the freedom to pursue what truly matters.
Executive Compensation
A female Vice President at a multinational energy corporation in her early 50s knew she…
Entrepreneur
A dentist and entrepreneur in her 50s was interested in selling her rapidly growing orthodontic…
Exiting Business Owner
A third-generation family business owner was ready to sell his company in the manufacturing industry…
The Wescott Network
Relationships and connections are at the heart of each Wescott client engagement. A boutique firm…
Retirement Planning
A law firm partner, approaching 60, married with no children, has voluntarily halved his billable…
Pension Fund
One hundred employee investors in the pension fund of an organization needed guidance in how…
Foundation
A 40-year-old charitable foundation was unsatisfied with its administrative trustee and investment manager. The board…
Family
A family patriarch and widower, and his successful adult children all have relied on Wescott…
Executive
A partner at a large law firm—who left to head a billion-dollar business—needed financial management…
Estate Planning
A CEO at a large, successful company remarried after his first wife died. He sought…
Endowment
The endowment for a religious non-profit organization helps core initiatives in Eastern Europe, but over…
Divorcée
The client was in a high-profile divorce from her husband who had broad investments in…
Current Retiree
A scientist in his early 60s received a significant buyout from his employer, but needed…
Business Owner
A wealthy couple with grown, successful children. The husband was hoping to sell his assets…