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.)
February 2023 - Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor should know today in order to prepare for tomorrow.
February 8, 2023 - Grant Rawdin, Founder and CEO, quoted in Family Wealth Report
February 3, 2023 - Mark McCarron, Partner and Chief Investment Officer, quoted in the New York Times
May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
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 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
In this edition of the Wescott Webinar, members of our leadership team provide a number of important updates on a variety of topics, while our Chief Investment Officer, Mark McCarron, dives into a conversation with Kimberly Scott, Senior Vice President and Portfolio Manager at Ivy Investments.
