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® professionals, 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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.

VIEW OUR INSIGHTS

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.

LEARN ABOUT OUR INVESTMENT PHILOSOPHY

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.

LEARN ABOUT THE WESCOTT DIFFERENCE

Our Services