RMD Strategies For A Bear Market
May 1, 2025 - Robert Waskiewicz, Partner and Senior Financial Advisor, quoted in Financial Advisor.
Expert Advice Featured in National, Local and Industry Media
May 1, 2025 - Robert Waskiewicz, Partner and Senior Financial Advisor, quoted in Financial Advisor.
April 25, 2025 - Grant Rawdin, Founder & CEO, quoted in CityBiz.
April 14, 2025 - Mark McCarron, Partner, Chief Investment Officer, quoted in Bankrate.
April 2025 - Named the #3 Private Wealth Advisor in Pennsylvania (Awarded April 2025 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
March 11, 2025 - Grant Rawdin, Founder and CEO, interviewed by David Armstrong for RIA Edge podcast.
March 2025 - Wescott named the #14 Advisor in Pennsylvania (Awarded March 2025 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
February 10, 2025 - Karen McIntyre, Partner, Senior Financial Advisor and Business Development Officer, quoted in AARP.
December 30, 2024 - Grant Rawdin, Founder and CEO, quoted in Barron's.
December 9, 2024 - Robert Waskiewicz, Partner and Senior Financial Advisor, quoted in Senior Planet.
