Q&A: What to Know Today to Prepare Your Estate for Tomorrow
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 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
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
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.
In this edition of the Wescott Webinar, recorded March 27, 2020, CEO Grant Rawdin, CIO Mark McCarron, and COO / CCO Carrie Delgott discuss updates to the investment portfolio and Wescott's planning efforts. This episode focuses closely on the bond portfolio and Wescott's strategy in that arena.
Episode 2: The SECURE Act In this episode of the Wescott Podcast series, members of Wescott’s Tax Alpha Group, Senior Financial Advisors Chris Cortese and Bob Waskiewicz, discuss the recently-passed SECURE Act, and the ramifications it may have on your financial future.
