Entrada

Entrada

Entrada Form

Wescott offers comprehensive financial planning and wealth management through two distinct service offerings. Depending on which better fits your profile, Wescott has a solution for your particular wealth management and financial planning needs.
If you’ll share a bit about yourself, we can discover together the perfect solution for you.

Providing the brief information that follows will allow us to tailor your financial planning and wealth management. An estimate of your investible assets will give us an idea of where to begin.

Entrada

We work closely with our clients to identify their planning needs, and perform a number of services to suit these needs, including, but not limited to: Developing cash flow analyses, estate and business planning, tax planning and strategy, risk management, and numerous other areas of financial planning.

We charge a fee for this service based upon account size, with a $3,500 annual minimum. Does that sound like a service worth investing in?
Are you sure that you would like to leave this page before learning more about Wescott’s full breadth of service options?

WMP

Your financial planning needs seem to fit perfectly within our Wealth Management Program. This is our most comprehensive and personalized service, which includes unlimited access to a dedicated advisor team, bespoke tax-smart and sophisticated investment management, and comprehensive financial, business, family, estate, and legacy planning.

We call this approach Life-Minded Wealth®. It’s an integration of financial expertise with life experience in a single advisory service.

Does this program sound of interest to you?
Are you sure that you would like to leave this page before learning more about Wescott’s full breadth of service options?

Our financial planning is extensive and, following an introduction to your financial advisor, we will schedule an initial meeting. In the meantime, to help us prepare, please take a moment to complete the following questionnaire.

In understanding your goals, concerns, and attitude toward investing, we are able to better tailor your wealth management and financial planning. To begin, please click “Continue.”

Entrada

Additionally, Wescott provides portfolio management for all clients. We will work closely with you to understand your financial goals, liquidity needs, life events that you would like to work toward, and the level of risk with which you are comfortable with.

A target portfolio is constructed for you by our industry-recognized Portfolio Strategy Group, headed by our Chief Investment Officer — a veteran money manager who oversees more than $2 billion in client assets.

For this service, we charge a fee based upon the asset size of your portfolio. The fee begins at roughly one percent of invested assets, annually.

Does that sound like an investment that you are willing to make for your financial health and future?
Are you sure that you would like to leave this page before learning more about Wescott’s full breadth of service options?

Entrada

In order for us to get moving, we would like to schedule an initial planning meeting in the next few days. In this meeting, we would like to have a substantive discussion regarding your matters, our offering, suggestions, and to hopefully move on to a formal working relationship in order to achieve your financial goals.

If that sounds great, please help us to prepare for our meeting by providing some background into your financial intuition, as well as your concerns, goals, and attitude toward investing and the markets.

Understanding this position will, again, help us to better shape your financial planning and wealth management.
Are you sure that you would like to leave this page before learning more about Wescott’s full breadth of service options?

From what you’ve told us, you seem to be ideally suited for our Entrada program. This customized service is specifically geared toward our most strategic growth clients. Entrada provides you with personal access to a dedicated Certified Financial Planner, bespoke asset management, tax-smart portfolio rebalancing, annual financial health “check-up” meetings, and a client portal where you can interact with all elements of your financial life.

Does this sound like something of interest to you?