Worth‘s Top RIA Firms 2024
May 2024 - Named a Top RIA Firm (Awarded May 2024 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
May 2024 - Named a Top RIA Firm (Awarded May 2024 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
April 2023 - Wescott Named the #3 Private Wealth Advisor in Pennsylvania (Awarded April 2023 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
September 2022 - Wescott ranked #22, marking its thirteenth consecutive year on their annual Top 100 Advisor Rankings (Awarded September 2022 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
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
December 16, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Montco.Today
December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Family Wealth Report
December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA