Stephanie James (CFP®, MBA)

Stephanie James focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs

Planning Specialties

Stephanie Curtis is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients' financial plans and investment portfolio reviews, recommendations and implementation.

Additional Information

Wescott has been helping our clients manage their affairs for over 25 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients.  Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.

NAPFA Start Date

August 11, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

30 S 17th St Fl 4 Philadelphia, PA 19103-4011 Phone: (215) 979-1600 Fax: (215) 979-1622