Asset Planning Services Archives

Wescott Grows To $3.5B AUM By Acquiring Pa. Firm

January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax Compliance, featured on Financial Advisor Online

Financial Advisory Group to Acquire Harleysville’s Asset Planning Services for Merck Employees

December 16, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Montco.Today

Wescott Agrees To Buy Wealth Manager APS

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Family Wealth Report

Wescott Financial Advisory Group buys $800m Philly RIA

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA

Wescott Financial Advisory Group to buy competitor that represents Merck employees, retirees

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Philadelphia Business Journal

Wescott Financial Advisory Group Acquires Merck-focused Asset Planning Services (APS), Marking Strategic Advancement of Independent RIAs

December 14, 2021 - Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success

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