Wescott Grows To $3.5B AUM By Acquiring Pa. Firm
January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax Compliance, featured on Financial Advisor Online
Expert Advice Featured in National, Local and Industry Media
January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax Compliance, featured on Financial Advisor Online
December 16, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Montco.Today
December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Family Wealth Report
December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA
December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Philadelphia Business Journal
December 14, 2021 - Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success
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
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
