Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group is an SEC-registered, fee-only investment advisory and wealth management firm. The Wescott team is composed of an interdisciplinary group of JDs, CPAs, Ph.D.s, MBAs, CFAs, CLUs and CFPs with substantive backgrounds in investments, financial planning, law and taxation.
Our clients are high net worth individuals, families, trusts, foundations, pension plans and institutions who have entrusted us to manage their assets. Wescott does not sell any investment or insurance products, but rather provides our clients with wealth and investment management services most appropriate for their situation.
Wescott's Wealth Management Program:
For clients with investable assets of $2 million or more, Wescott's Wealth Management Program provides a proactive and strategic process that unites financial planning and investment management. The process includes the review of client documents to identify issues and provide comprehensive practical solutions to meet our clients' financial objectives. We are continuously involved with our clients through regular meetings to ensure that the strategy adapts to changing client needs.
With a 99.5% client retention rate, Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 40 nationally by Barron's, is in the top 2% of RIAs (Financial Advisor Magazine) and was named a top firm in South Florida by the South Florida Business Journal.
With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott's mission is "Achieving Client Goals".