Wescott Trust Services

Break Down Barriers

Excellence in financial advisory and wealth management services.

History. Service. Stewardship.

Excellence in financial advisory and wealth management services.

Secure Your Future

Excellence in financial advisory and wealth management services.

History. Expertise. Stewardship.

When investors, business owners, professionals or high-net-worth families need wealth management and financial planning guidance, Wescott Financial Advisory Group is their trusted partner.  We are an SEC-registered investment advisory firm that listens to our clients’ needs, watches their investments and market conditions, and delivers on their long-term objectives.  Our mission is simple:  To build a collaborative relationship empowered by a sincere commitment to achieving our clients' goals.

Recent Accolades

Barron’s Top 25 Financial Advisor in U.S.

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Financial Advisor magazine Top 5 Investment Research Team

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CNBC #3 Wealth Management Firm in U.S.

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