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Financial Planning: Financial Advisor

“Looks Like an Encore”
October 2008
Grant Rawdin advises during these bear market conditions on the opportunities available to deploy new investments as portfolios are rebalanced.

“Financial Advisor Unveils Third ‘Top RIA’ Rankings”
July 2008
Wescott is recognized as the 10th fastest growing and the 29th largest independent Registered Investment Advisor firm in the U.S. The survey included 384 firms with assets over $75 million.

“Financial Advisor Unveils Second Annual ‘Top RIA’ Rankings”
July 2007
Wescott is recognized as the 25th largest independent Registered Investment Advisor firm in the U.S. of the 471 firms in the survey.

“The Golden Age of Growth”
July 2006
Wescott is recognized as the 15th fastest growing independent registered advisory firm in the country with assets approaching $1 billion.

“The Changing World of Marital Law”
July 2003
Grant Rawdin advises on issues which arise between spouses when one receives an inheritance. Ownership of those assets by the inheriting spouse is often an emotionally charged issue. Recognition of this by the adviser and other spouse is necessary along with appropriate legal planning.

 

 

 

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