We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Scott Michalek, Partner and Senior Financial Advisor featured.
Wescott recently undertook the development and launch of our cloud-based client portal, myWescottVault™. As we thought about the essential functionality and utility of our offering, we became part of the ongoing conversation in the financial services industry, a tug-of-war between convenience and safety. One side advocates the absolute necessity of