Wescott Financial Advisory Group, LLC

General Information

Company Name

Founded Year

1987

Location (Offices)

Philadelphia, United States +4

Founders / Decision Makers

Number of Employees

Industries

Information Technology

Funding Stage

Social Media

Wescott Financial Advisory Group, LLC - Company Profile

Wescott Financial Advisory Group, LLC is an SEC-registered, fee-only investment advisory and wealth management firm based in the United States. Established in 1987, the company's slogan "Achieving Client Goals" encapsulates its mission. Wescott's trademarked Life-Minded Wealth® approach integrates financial expertise with life expertise to offer a comprehensive advisory service. The Wescott Team comprises interdisciplinary experts in investments, business, law, accounting, and taxation, including CFP®s, CPAs, MBAs, a Ph.D., and attorneys, aiming to assist high-net-worth clients in reaching their personal and financial goals.

With offices in Philadelphia, Fort Washington, Harleysville, and Miami, Wescott aims to connect with new client opportunities and expand its team of advisors. The firm invites inquiries to join its collegial environment. While specific investment details are not available, Wescott's commitment to client success and its interdisciplinary, expert team position it as a potential investment opportunity in the information technology sector.

Taxonomy: Wealth management, Financial planning, Investment management, Retirement planning, SEC-registered, Fee-only advisory, High-net-worth clients, Ultra-high-net-worth clients, Interdisciplinary expertise, Life-Minded Wealth approach, Philadelphia, Miami, Client goal achievement, Financial decision-making, Addition of advisors