The Wescott Difference

A Life-Minded Approach to Wealth

The Wescott Difference

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.

WE BELIEVE

THAT THE BEST ADVICE

LIES AT THE INTERSECTION

OF

Your Financial Assets

The structural data that represents your tangible wealth.

Your Financial Mindsets

The unstructured physiology and emotions that represent your perceptions and feelings about wealth.

Why don’t you hear about your financial mindset more often?

Some wealth management firms deliver advice based solely on financial data, using template strategies that ignore your psychological and emotional financial mindset. This not only could paint an incomplete picture, it may negatively impact 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.

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