Experience the Power of
Life-Minded Wealth®
The integrated approach that aligns your financial decisions with your life objectives, aspirations, and values.
Why Life-Minded Wealth®?
When your resources and mindset are accounted for, you can feel more confident, clear, and purposeful about your financial decisions. Our Life-Minded Wealth® approach provides a strategic, tailored plan that lifts the weight off your shoulders and creates meaningful alignment between your wealth and your life.
Income
Real Estate
Investments
Trusts
Inheritance
Insurance
Individual Values
Personal Achievements
Social & Philanthropic Impact
Family Goals
Health & Longevity
Legacy Building
Speak with a Wescott Life-Minded Wealth® Advisor today about how we can help you achieve your financial and life goals.
The Right Experts at Your Table
Life-Minded Wealth® is about understanding that every financial decision impacts your life, family, and future. We bring together a dynamic team of interdisciplinary experts, including investment advisors, tax specialists, estate planners, and family counselors, all working at your table.
This collaborative approach helps to ensure that your financial resources and mindset align with the life you want, addressing how your finances intersect with your personal goals, family dynamics, and values. This creates a holistic strategy that adapts as your life evolves, giving you confidence that your wealth is serving your life’s vision.
Track Your Progress with PerfectScore®
A comprehensive financial planning tool that aligns your Life-Minded Wealth® strategy with your evolving goals.
Our Insights
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I’m an Investment Expert: These 5 Steps Can Help You Keep Your Head When Market Volatility Causes Others to Lose Theirs
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Seven Practical Steps to Kick Off Your 2026 Financial Planning
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Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner
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Creating Lasting Impact with Your Year-End Charitable Gifting
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Managing Money When You’re Caring for Kids and Parents: A Financial Guide for the Sandwich Generation
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A Financial Planner’s Guide to Unlocking the Power of a 529 Plan
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The Family Wealth Conversation: How to Prepare Your Children for Inheritance Without Creating Entitlement
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Summer Business and Career Transition Planning: How Successful Executives and Professionals Use Vacation Time for Strategic Retirement Decisions
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Ready to Align Your Wealth with Your Life?
Schedule a conversation with our team to discover how Life-Minded Wealth® can bring clarity to your financial decisions and peace of mind to your family.
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