In The News

Roth Conversions A-Go-Go In 2020

Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online

Putting Values at the Center of Wealth Planning

Grant Rawdin, Founder and CEO, quoted for Barron's

The Gray Area in Gray Divorce

Grant Rawdin, Founder and CEO, authored for Kiplinger's

Meet The Female Leaders Of Finance: “There’s real power in diversity of thoughts, opinions and experience” with Carrie Delgott and Tyler Gallagher

Carrie Delgott, COO and CCO, profiled by Authority Magazine

Grant Rawdin, Founder and CEO, ranked in Barron's Hall of Fame Awarded September 2019 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.

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In The News

Roth Conversions A-Go-Go In 2020

Putting Values at the Center of Wealth Planning

The Gray Area in Gray Divorce

Meet The Female Leaders Of Finance: “There’s real power in diversity of thoughts, opinions and experience” with Carrie Delgott and Tyler Gallagher

Barron’s Advisor Hall of Fame

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