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Through its trademarked Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service.  The Wescott Team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation (CFP®s, CPAs, MBAs, a Ph.D. and attorneys).  This group of professionals helps our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision to reach their personal and financial goals.

Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami.  Since its founding in 1987, Wescott's 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.

Investment Management

Wescott Financial Advisory Group, LLC

Wescott Financial Advisory Group, LLC's headquarters in Philadelphia, PA, United States

Grant Rawdin

Sandra E. Goodstein

Susan Green

Carrie Delgott

The Client Services Team at Wescott Financial Advisory Group focuses on delivering exceptional support and tailored communication to clients, ensuring that their unique financial needs and goals are met. This team manages client relationships, facilitates onboarding processes, and coordinates ongoing service delivery, while also collaborating with other experts to provide a comprehensive and seamless advisory experience. Their commitment to client satisfaction helps reinforce Wescott's mission of achieving client goals.

Wescott Financial Advisory Group, LLC

Org chart

Teams

Client Services Team

Offices

Wescott Financial Advisory Group, LLC

Org chart

Teams

Client Services Team

Offices

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