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.
Wescott is pleased to welcome the clients of Goodstein & Associates as well as the Goodstein team to our Wescott family! G&A has been a wealth management firm based in Fort Washington, Pennsylvania; and we will continue and expand the Fort Washington office location.
Sandra E. Goodstein, whom we have known for many years, joins Wescott as Managing Director and Senior Financial Advisor; Elaine T. Granieri as Financial Advisor; John A. Tully as a Wescott Client Services and Office Administrator focused on the Fort Washington office clients; and Rebecca V. Pollard as Operations Assistant.
We welcome our new clients and team members to our culture of providing individuals and institutions with unmatched caring and expertise to achieve our clients’ goals. To learn more about this exciting transition, please read our press release.
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