March 2023 - At Wescott, we are focused on elevating diverse voices within our team, as we believe unique perspectives are what lead to better outcomes for everyone. Since 1987, Wescott has prioritized diversity and encouraged female representation at all levels of the firm.
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
At Wescott, our team is focused on delivering advice that combines your financial assets and your financial mindset. Known for our Life-Minded Wealth® approach, we are proud to shine a spotlight on the people behind that approach and have them share a little about what drives them professionally and personally.
December 9, 2020 - A Conversation with Grant Rawdin and Margie Abrams about how COVID-19 has disrupted essential fundraising efforts for nonprofits and philanthropic organizations and how innovative minds in the business community have the opportunity and obligation to play a key role in making sure these incredible organizations can continue to thrive.
October 13, 2020 - At Wescott, we are beyond proud to have a team that continuously exemplifies one of our core beliefs– that we all have the power to make a difference. Learn more about Wescott Controller Dan Wick's dedication to the National Multiple Sclerosis Society and Bike MS.
May 27, 2020 - Uplift Center for Grieving Children is the leading developer and provider of programs and resources to support children in the Philadelphia community who are grieving, or coping with, a loss.
May 6, 2020 - During this time of protest and introspection, we would like to highlight an organization with whom Wescott is closely involved with that is dedicated to furthering the cause of addressing poverty, educational and economic opportunity and resources for our diverse community.
We’re known for our Life-Minded Wealth® approach. Now, we want you to get to know the people behind that approach. Carrie Delgott, Chief Operating Officer/Chief Compliance Officer, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
