Investment and Wealth Management

LISTEN: Markets See Light at End of Tunnel

In this episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain why Wescott's portfolios are built to benefit in the current environment and discuss the indications that the markets are seeing a light at the end of the tunnel of the COVID-19 pandemic.

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The Wescott Difference: Tax-Smart Investing

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.

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Download our Tax Strategy Guide