Wescott’s Who We Are Series: Amanda Weldon
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
Insights for Your Life and for Your Wealth
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
It can be hard to foresee all the changes life throws at us over the years. It can be especially difficult to anticipate how those changes might impact wealth for generations to come.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Mark McCarron, Principal and Chief Investment Officer, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Robert Waskiewicz, Financial Advisor, featured.
Sudden wealth can take many forms, including selling a business, executing stock options or reaching a legal settlement. Most often, however, sudden wealth is the result of an inheritance.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Susan Green, Financial Advisor and Director of Financial Planning Standards, featured.
Owning a business has become increasingly complex. Regulation changes often, causing business owners to worry about how they treat their customers, employees and themselves. And because it’s their business, it’s usually the owners who spend the most time dealing with these evolving requirements.
Passing down values related to family wealth is one of the most crucial, yet challenging, tasks for parents today. A child’s experience with money during their formative years can shape how they save, spend and give for the rest of their life.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. David Lafferty, Partner and Senior Financial Advisor featured.
