Our Services

Designed to Help You Achieve Financial Success

Our Services

At Wescott, we know every individual, family and organization has different financial needs and life goals.

That’s why we offer many different services and strategies to help get you across your financial finish line.

Our suite of investment vehicles helps you build a diversified portfolio and our comprehensive financial and administrative services help you plan for tomorrow, for yourself, your family, your business and any organizations you support. For over 35 years, our team has created custom Wescott solutions that support you whenever, wherever and however you need. From full guidance to plans that put you in control, we provide you with a roadmap to support your journey to success.

Our Services

Our full-service financial offering provides a holistic approach to wealth and investment management. This comprehensive suite of investment products and services ensures we understand your big picture today and into the future.

  • Wealth Management
  • Investment Management
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Trust Planning
  • Charitable Giving and Philanthropic Strategy
  • Outside Asset Advice
  • Stocks/Options Advice
  • Long-term Care Planning
  • Business Planning
  • Divorce Planning
  • Trustee Services
  • Generational Transfer Planning
  • Business Valuation/Exit Strategy Planning
  • Education Planning
  • Fiduciary Status

Our Strategic Edge

It’s our goal for our diverse team of experts to be a trusted partner – one that helps to shepherd your goals, has honest conversations with you, anticipates your needs and grows with you over time.

  • Accomplished Investment Research team
  • High-achieving professionals with substantive degrees and designations (CFP®, CFA, JD, CPA, MBA, CIMA®, Ph.D., CLU®, ChFC®, MSFS, CDFA, CEP®, CAP®, CFS®, CLU, MSTFP, MSA, PHR, SHRM-CP)
  • Professional Management with global financial, investment and operations experience.
  • In-house organizational psychologist
  • Gender balanced leadership and staff
  • Supporters of community and civic involvement

Our Solutions

We combine time-tested, specialized wealth management and investment philosophies with proprietary tools to help turn your financial complexity into personal clarity.

Our Philosophy

Our Proprietary Tools

  • Perfectscore®, methodical process for categorizing, understanding and advising on your assets
  • myWescottVault®, advanced technology platform
  • Entrada®, digitally-centered wealth management program

Your Success

We help you achieve your specific financial objectives, all the while helping you navigate the realities of life that come your way.

  • Your Financial Fulfillment
  • Your Financial Legacy
  • Your Financial Impact
  • Your Life’s Achievements

Learn more about our thinking.

Our Investment Philosophy

Our philosophy, strategies and solutions are rooted in academic and economic foundations, comprehensive market research and years of insights. It’s a forward-looking process built upon lessons from the past. We tailor our investment portfolios to our clients’ needs and risk appetites, using both passive and active management to help our clients reach their financial goals.

The Wescott Difference

We believe every financial decision, big or small, is driven by two sets of information: financial assets and financial mindsets. Only when viewed holistically do we have a complete view of your financial life. That’s why we integrate financial expertise with life expertise into a single advisory service – called the Life-Minded Wealth® Approach.

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