Wescott Financial Advisory Group Inc.

EST. AUM
$4,155,788,050

CONTACTS
9

CLIENT ACCOUNTS
3,365

Firm Details

Metro area Philadelphia
CRD Number 105989
Website wescott.com
Client types

Overview

Wescott Financial Advisory Group is an independent registered investment advisory and wealth management firm that takes a unique approach to helping clients achieve their financial goals. Founded in 1987 by CEO Grant Rawdin, Esq., Wescott boasts nearly $3.5 billion in assets under management across offices in Philadelphia, Fort Washington, Harleysville, and Miami. They integrate financial expertise with life expertise to provide comprehensive advisory services known as Life-Minded Wealth®. With a team of interdisciplinary experts, including J.D.s, LL.M.s, CPAs, MBAs, CFP®s, CIMA®, and CLUs, Wescott delivers customized advice and strategies tailored to each client's specific needs. The firm's services encompass personal wealth management, employer retirement plan solutions, trust investment management, and nonprofit investment management. Wescott's philosophy, rooted in academic and economic foundations, guides their investment approach, which combines passive and active management to suit clients' needs and risk appetites. They offer a range of investment vehicles and comprehensive financial and administrative services to support clients' financial journeys, aiming to bring their wealth to life. Wescott's commitment to achieving client goals is evident in their dedication to community engagement and philanthropy. The firm's certified B Corp status reflects their adherence to high standards of verified performance, accountability, and transparency. With a focus on personalized solutions and a holistic view of financial life, Wescott Financial Advisory Group aims to support clients in achieving financial success and personal fulfillment.

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Wescott Financial Advisory Group Inc.

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