Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner
September 11, 2025 - Robert Waskiewicz, Partner, Senior Financial Advisor, authored article for Kiplinger.com.
Expert Advice Featured in National, Local and Industry Media
September 11, 2025 - Robert Waskiewicz, Partner, Senior Financial Advisor, authored article for Kiplinger.com.
Awarded September 2025 - Wescott ranked in Top 100. No fee was paid for participation in the ranking.
August 20, 2025 - Mark McCarron, Partner and Chief Investment Officer, quoted in Bankrate.
August 13, 2025 - Ollisha Fisher, Assistant Financial Advisor, quoted in U.S. News and World Report.
July 29, 2025 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, quoted in the Wall Street Journal.
July 24, 2025 - Mark McCarron, Partner and Chief Investment Officer, quoted in Investor's Business Daily.
July 24, 2025 - Christopher Cortese, Partner, Senior Financial Advisor and Director of Next Gen Advisor Development, authored article for Kiplinger.com.
July 22, 2025 - Carrie Delgott, President and COO, interviewed by Kyle Van Pelt for Milemarker Podcast.
July 18, 2025 - Tim Ferko, Director of Harleysville Office and Senior Financial Advisor, quoted in MarketWatch.
