Ver en Español

About Us

We Bring Your Wealth to Life™

A deep understanding of what you truly need.

A different kind of advisory firm.
A

Wescott is an independent investment advisory and wealth management firm with a unique approach to achieving client goals.

Founded in 1987 by CEO Grant Rawdin, Esq. from his tax and business practice at national law firm Duane Morris LLP, Wescott now has more than $2 billion in assets under management with offices in Philadelphia, Boca Raton, Miami and San Francisco.

Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth®.

At the center of our approach, and our clients’ success, is a team of interdisciplinary experts including J.D.s, LL.M.s, CPAs, Ph.D.s, MBAs, CFP®s, and CLUs — topped off with a psychologist. Our unmatched team delivers customized advice and strategies based on each client’s specific needs.

It’s an approach that consistently drives better decisions. And at Wescott, we carry out those decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.

It’s an approach that brings together the best of financial planning and the best of investment management. It’s an approach that has worked for families, trusts, foundations and other institutions for nearly three decades.

It’s an approach that sets us apart. It’s an approach that sets our clients up for success. It’s how We Bring Your Wealth to Life™.

Discover if your financial plan reflects your life goals.

Take the Quiz ›
closeenvelope facebookfaxgoogle-pluslinkedinIconphoneprinter search IconTwitterFemale UserCreated with Sketch.

Sign up for Wescott News

By submitting this form, you are granting: Wescott Financial Advisory Group LLC, 30 South 17th Street, Philadelphia, Pennsylvania, 19103, United States, http://www.wescott.com permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy for details.) Emails are serviced by Constant Contact.

myWescottVault

We have launched a brand new version of myWescottVault. Use your credentials to log-in here:

Login

If you've forgotten your password, or if you have not been set up to access the new version of myWescottVault, please call the Wescott offices at 215.979.1600 between 9:00 AM and 5:00 PM EST for assistance. Outside of these hours, please send your request to rfuiman@wescott.com and an email will be sent to you to arrange log-on instructions. For security purposes, before your password is reset, you will be contacted by Wescott and asked to answer a security question to confirm your identity.