Insights for Your Life and for Your Wealth
In this December 20, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss where the 2021 rollercoaster may take us in 2022.
December 14, 2021 - Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success
November 11, 2021 - Tis the season for charitable gifting, and Wescott's team of financial and tax planning experts has all of the best strategies and information to help you maximize the benefit of your donation.
November 1, 2021 - Wescott Welcomes Seasoned Financial Advisor and UHNW Family Office Expert
In this September 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, preview Wescott's 2021 Fourth Quarter Outlook.
At Wescott, our team is focused on delivering advice that combines your financial assets and your financial mindset. Known for our Life-Minded Wealth® approach, we are proud to shine a spotlight on the people behind that approach and have them share a little about what drives them professionally and personally.
In this August 31, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, address the question on top of many people's minds: how do current events affect how quickly it will take for the economy to ultimately recover?
August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture.
In this July 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explore Wescott's ESG and Impact solutions and discuss our firm's laudable accomplishments in sustainable investing.
