Tailored wealth management strategies backed by over 35 years of experience.
We take a holistic approach and focus on six key components that help define your financial journey.
Our collaborative team of certified financial professionals (CFP®), tax, estate and investment experts have a deep understanding of Merck’s* compensation offerings and have developed holistic wealth management strategies based on these specific plans. We take care to get to know you and your goals, and we are here to help you achieve peace of mind on your financial journey.
*The use of Merck’s name is neither a testimonial nor endorsement of Wescott, MRK Powered by Wescott or Wescott’s wealth management services by Merck & Co., Inc. (“Merck”), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with Wescott to provide these services to Merck, or any of its employees. Merck’s name is strictly used to identify MRK Powered by Wescott’s selective client niche, as determined solely by Wescott. Wescott provides holistic wealth management services to individuals and families with all work backgrounds, while MRK Powered by Wescott primarily focuses on building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck executives / retirees and their families, when selected to do so by those individuals.