Karen McIntyre (CDFA, CFA®, CFP®, CPA®)

Karen McIntyre focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

As Principal and Senior Financial Advisor, Karen McIntyre provides financial planning and wealth management advice and services to our family of clients.  She specializes in working with corporate employees, professionals, business owners, as well as clients who are newly widowed or divorced. Karen is well versed in the income tax implications of executive compensation plans. Working with Wescott’s leadership and other professionals, she is also responsible for cultivating new client business.

Karen has more than 25 years’ experience in the financial services industry counseling wealthy families. 

Additional Information

About Wescott
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 million.

 

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 Clients' Goals".

 

NAPFA Start Date

August 14, 2007

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This Office

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