@wescott.com
The Westcott Group Ltd was set up on 09 Sep 2015.
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About
Description
Wescott Financial Advisory Group LLC is a reputable wealth management firm based in Philadelphia, PA. With over 33 years of experience, Wescott has established itself as one of the top wealth management firms in the nation, earning recognition from Barron's as the #1 Top Advisor in Pennsylvania in 2020. As a Certified B Corporation, Wescott embodies its commitment to all stakeholders, including team members, clients, and communities.
This certification recognizes the firm's dedication to social and environmental excellence, transparency, and accountability. Wescott joins a global community of business leaders who prioritize a sustainable and impact-driven advisory model. Wescott's team of experts holds numerous prestigious designations and backgrounds in investments, financial planning, law, and taxation.
They offer a range of comprehensive wealth management services, including estate and transition planning, investment and wealth management, retirement planning, and tax planning. Wescott's unique Life-Minded Wealth® approach ensures that both the financial and emotional needs of clients are considered in the decision-making process. For individuals and organizations looking for trusted guidance in achieving their financial goals, Wescott Financial Advisory Group stands as a reliable and dedicated partner.
Visit their website for more information and follow them on LinkedIn and Facebook
Company Type
Privately Held
Company Size
51-200
Year Founded
1987
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