Your Holistic Financial Picture Starts with PerfectScore®
PerfectScore® is Wescott’s proprietary framework that organizes each element of your financial life into one comprehensive view. It helps to ensure nothing gets overlooked as we work together to build your path toward Life-Minded Wealth®.
How PerfectScore® Supports Your Goals
True financial clarity requires seeing the whole picture. PerfectScore® captures your financial resources AND your financial mindset, from your investment portfolio and estate plan to your family values and life stage priorities. When you work with Wescott, PerfectScore® becomes your roadmap to progress, helping you track how well your financial strategy supports your life objectives.
Your PerfectScore® in Action
Security & Protection
myWescottVault® safeguards your financial life with encrypted document storage.
Cash Flow Clarity
Annual reviews demonstrate how your resources serve your goals, not just your portfolio.
Tax Strategy
Proactive strategies keep more wealth working for what matters most.
Legacy Planning
Regular estate plan check-ins (at least every 3 years) helps to ensure your values guide your wealth transfer.
Risk Management
Comprehensive insurance reviews (at least every 3 years) protect your family and financial future.
The Life-Minded Wealth® Advantage
PerfectScore® is a foundational element of our Life-Minded Wealth® approach. Your advisor bases their guidance on both your financial assets and your financial mindset, giving you confidence to make decisions that support the life you want to live. When you partner with Wescott, you get a dynamic team of experts working together to help ensure your wealth serves your broader life objectives.
Experience Life-Minded Wealth®
Talk with a Wescott advisor to learn how our personalized approach aligns your financial decisions with your life objectives, aspirations, and values, bringing more meaning to your wealth.
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