An Investment Strategy Built for the Life You Want
Our investment philosophy aligns your life goals, supports your values, and helps give you confidence to pursue what matters to you most.
Where Investment Rigor Meets Life Wisdom
At Wescott Financial Advisory, we believe investment management should do something far more meaningful than meet return goals or benchmarks. Our investment philosophy is the foundation of our Life-Minded Wealth® approach, a framework that ensures every investment decision aligns with both your financial resources and your financial mindset.
We’ve spent nearly 40 years developing an approach that considers the whole person. Your investments should serve your life, not be the sole focus.
Core Investment Principles
Our investment approach rests on foundational principles that work together to serve your holistic financial life.
Team-Based Investment Oversight
You get a complete team of specialists at your table. Investment Strategists design custom portfolios aligned with your goals. Tax Experts optimize investment decisions for tax efficiency. Estate Planning Specialists ensure investments support your legacy objectives. Financial Planners integrate investments with your comprehensive life plan.
Open Architecture, Multi-Manager Strategy
We’re not tied to proprietary products. Instead, we hand-select from the market’s top independent portfolio managers, combining their specialized expertise with our strategic oversight. When market conditions shift, we can adapt quickly and objectively. There’s no conflict of interest holding us back from doing what’s right for you.
Tax-Aware Implementation
Many investment decisions consider tax implications. We utilize strategies like tax-loss harvesting, asset location optimization, and strategic rebalancing to maximize after-tax returns. Our approach actively manages the impact of taxes on your long-term wealth accumulation.
The Power of Blended Management
We combine passive and active investment strategies to capture opportunities across market cycles. Passive approaches provide broad market exposure at lower costs. Active management allows us to pursue opportunities in select market segments. Together, this approach helps us manage risk while pursuing growth across both the rational and irrational aspects of markets.
Customized Investment Solutions
Wescott offers diverse investment solutions designed to meet your unique needs. Our offerings are designed to protect and grow your wealth in alignment with your life goals.
Core Global Balanced Portfolios
Our flagship offering combines strategic asset allocation with tactical opportunities, diversified across geographies, asset classes, and investment styles.
ESG + Impact Portfolios
Investment solutions that align your investments with your values while maintaining balance and diversification. We understand the importance of integrating social and environmental considerations into investment decisions.
ETF-Only Portfolios
Cost-efficient, transparent investment strategies exclusively using exchange-traded funds for clients who prefer this streamlined approach.
Separately Managed Accounts
Highly customized solutions for clients with complex needs requiring specialized investment strategies and personalized portfolio construction.
Alternative Investments
Access to institutional-quality alternative investments providing additional diversification and return potential for qualified investors.
Rigorous Investment Research
Academic and Economic Foundations
Our investment success is built on strategic portfolio management backed by exhaustive market research rooted in academic and economic foundations. Our dedicated Investment Research Group is tenacious and learned.
They study investment and market research from leading institutions, monitor ongoing trends and conditions across global markets, and closely watch domestic and international news potentially affecting client portfolios.
Institutional-Quality Manager Access
We take full advantage of our access to managers not often available to retail investors. Our team performs comprehensive due diligence on investment managers and investment vehicles currently approved or anticipated for use in client portfolios. Because we don’t directly employ managers, we can remain objective and quickly make changes necessary to protect client portfolios.
Comprehensive Investment Advisory Services
Our investment advisory services do not sell or promote any investment or insurance product. This independence means that as a fiduciary, our recommendations serve your best interests.
- Customized strategic asset allocation tailored to your specific needs and goals
- Ongoing investment manager selection based on rigorous evaluation and monitoring
- Monitoring and performance measurement to ensure portfolios stay on track
- Performance and transaction analysis providing transparency and accountability
- Market research, perspectives and reports on strategic investment topics to keep you informed
A History of Sound Advice Through Nearly 40 Years of Market Cycles
We are grateful for and very proud of the confidence that our clients place in us, our strategy, and our conviction to stay the course. We have:
- Historical experience navigating market cycles through bull markets, bear markets, and everything in between.
- Long-standing client relationships often spanning multiple generations.
- A demonstrated ability to adapt to changing financial landscapes while maintaining core principles.
- A multi-generational advisory team to meet the needs of next-generation clients in the ways they prefer to be served.
Our View on What's Ahead
We are pleased to share our most recent economic and market outlook. We hope that it contextualizes the thoughts underpinning Wescott’s nearly 40 years of investment results and recommendations. *
*Wescott Disclosure Information
Wescott Financial Advisory Group, LLC (“Wescott or the “Firm”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Wescott may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Wescott has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. For information pertaining to the registration status of Wescott, please contact Wescott or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Wescott, including fees and services, send for our disclosure statement as set forth on Form ADV from Wescott using the contact information herein.
Past performance is no guarantee of future results. Investing involves risk, including the possibility of loss.
Ready to Align Your Investments with Your Life?
Your wealth should serve your life goals, not just financial metrics. Talk with a Wescott advisor to learn how we bring together investment excellence, tax expertise, financial planning, and life wisdom into one integrated approach.
"*" indicates required fields