Let's Have a Conversation

We Bring Your Wealth to Life™

Speak with Someone Directly

Wescott encourages you to have a conversation with us, whether you are interested in becoming a client, or are seeking additional information about our firm. Below you will find opportunities to receive our periodic communications, request to be contacted, or learn more about our expansion and growth opportunities.

If you are interested in career opportunities with Wescott Financial, please visit our Careers page to learn about open positions, or contact our Human Resources Department directly at HR@wescott.com.

Alex Rawdin, CFP®
Business Development Officer
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Karen McIntyre, CFP®
Principal, Senior Financial Advisor
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Interested in becoming a Wescott client?

Put some time on our calendar!

If you’re interested in becoming a Wescott client or learning more about our approach to Life-Minded Wealth® and the services we provide, please give us some more information using the form, or simply click the button below to schedule an introductory call with our Business Development Officer, Alex Rawdin, CFP®.

Establish a Professional Alliance with Wescott

Wescott values its strong relationships with referral and networking connections, working collaboratively to help high-net-worth individuals, entrepreneurs and executives achieve their goals.

Carrie Delgott
Chief Operating Officer/Chief Compliance Officer

Our Office Locations

Philadelphia, PA
30 South 17th Street
Philadelphia, PA 19103-4196
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Fort Washington, PA
455 Pennsylvania Avenue, Suite 230
Fort Washington, PA 19034
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Harleysville, PA
162 Main Street, P.O. Box 164
Harleysville, PA 19438
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Miami, FL
201 S. Biscayne Boulevard, Suite 3400
Miami, FL 33131-4325
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