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Financial Planning: Wealth Manager

“Top Advisory Firms”
July 2008
Wescott has achieved the rank of 43 out of 478 “Top Advisory Firms" in the United States based on the peer metrics considered in the Wealth Manager Annual compendium.

“Top Advisory Firms”
July/August 2007
Wescott has again been named as one of the “Top Advisory Firms” in the United States based on the peer metrics considered in the Wealth Manager annual compendium.

“Super Stars”
July/August 2006
Wescott is selected as one of the top 100 wealth management firms in the country by Wealth Manager magazine.

“Safe ‘n Sound”
December 2004/January 2005
This estate planning article features the advice of Grant Rawdin. Grant advises on planning when one experiences a mental decline due to aging. He advises families to continue monitoring elderly loved ones even when in the hands of reputable caregivers. In addition to much legal planning which needs to be done, one must take great care in observing the financial decisions of the elderly.

“A Prettier Picture”
July/August 2003
In this comprehensive article featuring the advice of Grant Rawdin, he gives direction to the many of us who enter into estate planning feeling apprehensive and overwhelmed. He proposes techniques including an open forum environment during initial meetings and encourages clients to speak freely about their expectations and goals for the future of their family. Furthermore, he highly recommends discussing plans with heirs before implementing them.

“Stepping In”
March 2002
Grant Rawdin was featured in this article with several points of advice relating to clients with diminishing capacity. When a client can no longer act in the best interest of their financial affairs, an adviser needs to know when to step in and work with the clients spouse or children. It is a difficult position for everyone involved but Grant has ways of handling the situation in the best interest of our clients.

“Beat the Clock”
November/December 1999
Lydia Sheckels authored this feature article in which she provides technical and practical advice for those who have employee stock options and their need to create an exercise strategy in the event of an unanticipated event. She recommends several tips for handling a sudden occurrence as well as guidelines and instructions. Given the stock market decline which followed soon after this article’s publication, readers who acted were very well served, as were our clients.

 

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