A powerful and personal approach
Every financial decision, big or small, is driven by two sets of information:
1) Your Financial Assets
The structural data that represents your tangible wealth.
2) Your Financial Mindset
The unstructured physiology and emotions that represent your perceptions and feelings about wealth.
Yet many firms deliver advice based solely on financial data or template strategies—ignoring the psychological and emotional context of a client’s mindset. This is not only incomplete, it’s dangerous.
As a result, many people with wealth still feel confused, uncertain, anxious and negative. We provide a strategic plan and lift the weight off of their shoulders.
Through our Life-Minded Wealth® approach Wescott integrates financial expertise with life expertise into a single advisory service.
Our expert teams of financial advisors, CPAs, MBAs and attorneys, on-staff psychologists, Ph.D.s and family counselors help you see and consider all sides of every financial decision.
The results are powerful and personal—more informed and more effective financial decisions that make people feel good about their wealth. Our clients tell us they feel relieved, confident, self-assured and empowered. And that’s what good advice should feel like.