Wescott Trust Services

About Us

Who We Are

Wescott embodies a proactive, strategic and disciplined process that unites financial planning and investment management.

History. Service. Stewardship.

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With the depth of experience of an institutional investment organization, and the entrepreneurial spirit of a boutique firm, Wescott is unlike any other investment advisory practice.

We are client-focused, results-driven and wholly accountable. In stable and challenging times alike, we strive to be a source of strength and guidance in our clients' lives.

Individuals, families, trusts, foundations, pensions and other institutions have come to rely on our philosophy, mission and singular focus to be people-based and relationship-oriented. We are advocates for our clients, who entrust us with their investment and retirement planning needs.

Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with $1.8 billion in assets under management. Founded in 1987 by CEO Grant Rawdin, Esq., from his tax and business practice at the national law firm Duane Morris LLP, Wescott is consistently ranked in the top 50 of Barron's Top 100 Independent Financial Advisors.  Wescott was also named a top firm in South Florida by the South Florida Business Journal, and our Investment Research Group was named to Financial Advisor magazine's All-Star Research Manager Team. Today, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco.

We've built a team of interdisciplinary subject matter experts with credentials including JDs, LLMs, CPAs, Ph.D.s, MBAs, CFP®s, CFAs and CLUs. Their backgrounds in investments, financial planning, law and taxation are unsurpassed in the marketplace. While offering comprehensive wealth management services is not unique, our strategic and disciplined open architecture approach is. Thanks to our centralized investment portfolio and unusual blending of active and passive management, we consistently out-perform benchmarks. Our distinct peer review system coupled with our centralized operations group, offers an added level of quality control.

At Wescott, we also take pride in our independence. We do not sell or promote any investment or insurance product. Instead, based on the reporting of our diligent and insightful investment research team, we recommend investments or securities most appropriate for each client's unique situation. As a result, through cyclical markets—where resilience begets favorable returns—our identification of and reliance upon segment-skilled managers deliver an opportunistic investment strategy unique to each client.

We consistently strive to provide a coordinated approach to achieving a client's financial goals by integrating financial planning and investment management.

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