Wescott Financial buys $800 million niche practice
December 13, 2021 - Wescott and Grant Rawdin, Founder and CEO, profiled in InvestmentNews
Expert Advice Featured in National, Local and Industry Media
December 13, 2021 - Wescott and Grant Rawdin, Founder and CEO, profiled in InvestmentNews
November 2021 - Susan Green, Senior Financial Advisor and Director of Financial Planning Standards, interviewed for NAPFA Advisor Magazine
November 2021 - Jocelyn Schwartz, Principal and Senior Financial Advisor, profiled in Philadelphia Business Journal
November 1, 2021 - Wescott Welcomes Seasoned Financial Advisor and UHNW Family Office Expert
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
September 2021 - Wescott and Grant Rawdin, Founder and CEO, rank in Top 40 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.
