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 may be dangerous.
Wescott integrates financial expertise with life expertise into a single advisory service.
As a result, many people with wealth may still feel confused, uncertain, anxious and negative. That is why Wescott provides a strategic, tailor-made plan for our clients, to help lift the weight off of their shoulders.