A tax-smart investment strategy sounds like something that you should be able to get from any financial advisor — but it’s not.
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott’s tax-smart investment strategy, and how our approach is applied to your portfolio.
**Wescott Disclosure Information**
Wescott Financial Advisory Group, LLC (“Wescott or the “Firm”) is an SEC-registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Wescott may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
The opinions expressed in this presentation are those of Wescott as of February 22, 2022. Views are subject to change at any time based on market and other conditions. Wescott has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. For information pertaining to the registration status of Wescott, please contact Wescott or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Wescott, including fees and services, send for our disclosure statement as set forth on Form ADV from Wescott using the contact information herein.
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