Higher Capital-Gains Taxes Could Be Coming. This Advisor Is Helping Clients Prepare.
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
Expert Advice Featured in National, Local and Industry Media
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
September 2021 - Wescott and Grant Rawdin, Founder and CEO, rank #38 on Barron's 2021 list. This is their 12th consecutive year of inclusion.
August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture.
July 2021 - Wescott named one of FA Magazine's 2021 Top RIAs.
July 15, 2021 - Wescott was honored as the #1 Small Company in the Greater Philadelphia region.
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.
Wescott ranked #4 in Pennsylvania, marking its eighth consecutive year in the Top 5. March 15, 2021
Wescott ranked #3 in Pennsylvania (Private Wealth Category) by Forbes. February 2021.
Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.
