Higher Capital-Gains Taxes Could Be Coming. This Advisor Is Helping Clients Prepare.
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
Expert Advice Featured in National, Local and Industry Media
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture. Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays…
May 20, 2021 - Founder and CEO, Grant Rawdin, is a panelist for Barron's.
Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.
Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online
Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification.
Grant Rawdin, Founder and CEO, quoted for Barron's
Carrie Delgott, COO and CCO, profiled by Authority Magazine
