Ver en Español

About Us

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.

The Wescott PerfectScore Calculator: a proven methodology to
determine the right plan to achieve your financial goals.

Get Your Score ›
closeenvelope facebookfaxgoogle-pluslinkedinIconphoneprinter search IconTwitterFemale UserCreated with Sketch.

Sign up for Wescott News