Wescott Financial Advisory Group LLC
Office phone +1 215-979-****
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Homepage http://www.wescott.com
LinkedIn Profile https://linkedin.com/company/wescot***advisory-g***
HQ Location
United States , Pennsylvania, Philadelphia:30 S 17th St 4th Floor, Philadelphia, PA 19103
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Through its unique Life-Minded Wealth™ approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision.
With more than $2 billion in assets under management, Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Boca Raton, Miami and San Francisco. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation.
Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Our mission is "Achieving Client Goals".
Wescott is a
Asset Management, Investment Management and Portfolio Development
The Asset Management & Investment Management industry is involved in the management of financial assets such as stocks, bonds, commodities and real estate . Companies in this field specialize in providing advice on portfolio construction as well as providing financial analysis for investments .
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