Wescott’s unique blend of experience and innovation has culminated in nearly 40 years of specialized financial services. We rely on that experience and our solutions to guide you through.
Wescott’s unique blend of experience and innovation has culminated in nearly 40 years of specialized financial services. We rely on that experience and our solutions to guide you through.
Wescott is proud to be recognized by many national publications and industry organizations, some of these honors include:
Forbes 2025 Best-in-State Advisor – Top 3 Private Wealth in Pennsylvania (Awarded April 2025 – No fee was paid for participation in the ranking.)
Barron’s 2025 Top 1200 Advisor by State – Top 15 Advisor in Pennsylvania (Awarded March 2025 – No fee was paid for participation in the ranking.)
Barron’s 2025 Top 100 Independent Advisor – (Awarded September 2025 – No fee was paid for participation in the ranking.)
Forbes 2025 Top RIA Firms in America – (Awarded October 2025 – No fee was paid for participation in the ranking.)
Barron’s Hall of Fame Inductee (Awarded September 2019 – No fee was paid for participation in the ranking.)
Wealth is powerful. Wealth is personal. But wealth isn’t easy.
The demands of managing the moving parts of your financial life, along with the desire to leave a lasting, meaningful legacy for your family, can be all-consuming. At Wescott, we understand the challenges wealth can bring.
With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability.
Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification.
STAY IN THE KNOW
October 2025 – Holding too much of one company’s stock can put your financial future at risk. Here are four ways you can strategically unwind such positions without triggering a massive tax bill.
October 2025 – As year-end approaches, many families find themselves balancing tax optimization and their philanthropic impact. We believe that these year-end goals, rather than compete, can work together to strengthen both your financial picture and the causes you care about most.
October 2025 – If you are finding it challenging to balance your own needs with those of your loved ones, you may benefit from reviewing your finances, determining what help you can realistically afford to provide, and setting boundaries to ensure your support does not put your own future at risk.
August 2025 – As college costs rise and financial strategies become more complex, many affluent families are asking if 529 plans are still the smartest way to save for a child’s or grandchild’s education. The short answer? Absolutely.
August 2025 – Learn expert strategies for introducing adult children to family wealth, avoiding common mistakes, and building lasting family financial wisdom through thoughtful conversations.
July 2025 – Explore how successful executives and professionals leverage summer downtime for strategic career transition and retirement planning.
