Wescott Financial Advisory Group LLC Expands in South Florida with Office Opening in Coral Gables
CORAL GABLES, FL—Wescott Financial Advisory Group, an SEC-registered, fee-only investment advisory and wealth management firm, is pleased to announce that it has expanded its South Florida operations with the opening of an office in Coral Gables. The newest office, located at 400 University Drive, Suite 500, joins Wescott’s other South Florida locations in downtown Miami and Boca Raton and its national offices in Philadelphia and San Francisco.
The offices overlook Coral Gables from the penthouse floor of a recently renovated, historic Morris Lapidus-designed building, located on the corner of LeJeune and University Drive. The space is 3,500 square feet with two conference rooms that join together to form a conference center and an exhibit space to spotlight local artists’ work on a revolving basis.
“Coral Gables is such a vibrant and growing business community and was a logical next step in Wescott’s growth,” said Grant Rawdin, president and CEO of Wescott. “Many of our clients are based in the area, and this new office provides easy access for our clients and our professional staff to tap into the tremendous resources in Coral Gables.”
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high net worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 50 nationally by Barron’s, was named a top firm in South Florida by the South Florida Business Journal, and the Philadelphia Business Journal ranks Wescott in the top 20 of all money management firms in the Philadelphia region. With offices in Philadelphia, Boca Raton, Coral Gables, Miami, and San Francisco, Wescott’s mission is “Achieving Client Goals”. For additional information, please visit www.wescott.com.