Insights for Your Life and for Your Wealth
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.
In this June 25, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, revisit the U.S. stock market's dominance over the last decade and consider the catalysts for change in non-U.S. markets on the horizon.
June 2021 - For years, we’ve been hearing the question: “Are you a fiduciary?” The answer is simple: Yes!
Wescott Financial Advisory Group LLC is proud to announce that the firm has been named to the Philadelphia Business Journal’s 2021 Best Places to Work list.
In this May 24, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, give you three reasons why you shouldn't just sell in May and go away.
What should high-net-worth and ultra-high-net-worth individuals expect from the American Families Plan's proposed changes to the current tax code?
