- May 2024May 2024 - Named a Top RIA Firm (Awarded May 2024 - No fee was paid for participation in the…
February 2023February 2023 - Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor…- February 2023February 8, 2023 - Grant Rawdin, Founder and CEO, quoted in Family Wealth Report
- February 2023February 3, 2023 - Mark McCarron, Partner and Chief Investment Officer, quoted in the New York Times
- May 2022May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
- January 2022January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax…
- December 2021December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA
September 2021September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
April 2020In this edition of the Wescott Webinar, members of our leadership team provide a number of important updates on a…- March 2020In this edition of the Wescott Webinar, recorded March 27, 2020, CEO Grant Rawdin, CIO Mark McCarron, and COO /…
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