A Life-Minded Approach to Wealth
Many firms deliver advice based solely on financial data or template strategies, ignoring the psychological and emotional context of a client’s mindset. This is not only incomplete, it’s dangerous.
Wescott integrates financial expertise with life expertise into a single advisory service.
As a result, many people with wealth still feel confused, uncertain, anxious and negative. That is why Wescott provides a strategic, tailor-made plan for our clients, to lift the weight off of their shoulders.
The structural data that represents your tangible wealth.
The unstructured physiology and emotions that represent your perceptions and feelings about wealth.
Most wealth management firms deliver advice based solely on financial data, using template strategies that ignore your psychological and emotional financial mindset. This not only paints an incomplete picture, it is detrimental to your financial goals.
At Wescott, we do things differently. We created our Life-Minded Wealth® approach that integrates financial expertise with life expertise into a single advisory service. With this customized methodology, our advisors are able to focus on strategic concepts that will best help you reach your goals. Here, you are more than just a number.
Speak with a Wescott Advisor today about how they are able to help you reach your financial and life goals.
