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    Wescott Financial Advisory Group, Llc

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    Description

    • Let us build a track record of advice, trust and results for you...Through its unique Life-Minded Wealth approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firms expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision.With more than $2 billion in assets under management, Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Boca Raton, Miami and San Francisco. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barrons, Forbes, CNBC and Financial Advisor magazine. Our mission is Achieving Client Goals. Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.
    • location

      Headquarters:30 South 17th Street , Philadelphia, Pennsylvania, United States

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    • Wescott Financial Advisory Group, Llc phone

      Phone Number: +1 215-979-1600

    • Wescott Financial Advisory Group, Llc website

      Website: http://www.wescott.com/

    • Wescott Financial Advisory Group, Llc employees

      Employees:35

    • Wescott Financial Advisory Group, Llc revenue

      Revenue:$10 - 50M

    • Wescott Financial Advisory Group, Llc legal name

      Legal Name:Wescott Financial Advisory Group, Llc

    • Wescott Financial Advisory Group, Llc's Social Media

      Wescott Financial Advisory Group, Llc linkedin Wescott Financial Advisory Group, Llc facebook Wescott Financial Advisory Group, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Wescott Financial Advisory Group, Llc

    Grant Rawdin

    Founder And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Lydia Sheckels

    Chief Investment Officer

    Margaret Abrams

    Director Of Business Operation

    Cynthia Bucher

    Manager Of Trust And Client Services

    Katelyn Friel

    Manager Of Marketing And Communications

    Christopher Spay

    Lead Trader And Operation Specialist

    Frequently Asked Questions regarding Wescott Financial Advisory Group, Llc

    • Where are Wescott Financial Advisory Group, Llc's Headquarters?

      Wescott Financial Advisory Group, Llc's Headquarters are in 30 South 17th Street ,Philadelphia,Pennsylvania,United States

    • What is Wescott Financial Advisory Group, Llc's phone number?

      Wescott Financial Advisory Group, Llc's phone number is +1 215-979-1600

    • What is Wescott Financial Advisory Group, Llc's official website?

      Wescott Financial Advisory Group, Llc's official website is http://www.wescott.com/

    • What is Wescott Financial Advisory Group, Llc's Revenue?

      Wescott Financial Advisory Group, Llc's revenue is $10 - 50M

    • What is Wescott Financial Advisory Group, Llc's NAICS code?

      Wescott Financial Advisory Group, Llc's NAICS code is 523930

    • How many employees are working in Wescott Financial Advisory Group, Llc

      Wescott Financial Advisory Group, Llc has 35 employees

    • What is Wescott Financial Advisory Group, Llc's Industry?

      Wescott Financial Advisory Group, Llc is in the industry of Investment Management

    • Who is Wescott Financial Advisory Group, Llc's CEO?

      Wescott Financial Advisory Group, Llc's CEO is Grant Rawdin

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