go.wescott.comWescott Financial Advisory Group LLC - Financial Consulting and Wealth Management

Firm myWescottVault® Who We Are Our Services Our Professionals Community Our Approach Investment Philosophy Wescott Difference ESG Investing Client Experience Who We Work With Trust Services PerfectScore® Case Studies MRK Powered by Wescott Insights Media Financial Planning Series Contact Careers myWescottVault® Who We Are Our Services Our Professionals Community Our Approach Investment Philosophy Wescott Difference ESG Investing Client Experience Who We Work With Trust Services PerfectScore® Case Studies MRK Powered by Wescott Insights Media Financial Planning Series Contact Careers myWescottVault® Forbes’ 2024 Best in State Wealth Advisors - #3 in PA Private Wealth Awarded April 2024 - No fee was paid for participation in the rankings, however Wescott pays a fee to receive expanded profile features on the ranking website. Top 10 in PA - Barron’s 2024 Top 1,200 Advisor Rankings by State Awarded March 2024 - No fee was paid for participation in the rankings, however Wescott pays a fee to receive expanded profile features on the ranking website. MRK Powered by Wescott: Specialized Solutions for Merck Professionals Backed by Over Three Decades of Experience Put Your Financial Future in Wescott’s Capable Hands Wescott’s unique blend of experience and innovation has culminated in over 35 years of specialized financial services. We rely on that experience and our solutions to guide you through. Life-Minded Wealth® Our approach lives at the intersection between your financial assets and your financial mindset. Experience and Expertise Our team’s diverse background allows us to tailor our advice to suit your specific needs. Research-Driven Strategies We rely on segment-skilled managers to deliver research-driven strategies to help meet your financial and life goals. myWescottVault® Our solution to digital data sharing, employing advanced security features to keep your personal information safe and secure. Wescott is proud to be recognized by many national publications and industry organizations, some of these honors include: Forbes 2024 Best-in-State Advisor – Top 3 Private Wealth in Pennsylvania (Awarded April 2024 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website. ) Barron’s 2024 Top 1200 Advisor by State – Top 10 Advisor in Pennsylvania (Awarded March 2024 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website. ) Barron’s 2023 Top 100 Independent Advisor – Top 20 Independent Advisor in the U.S. (Awarded September 2023 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website. ) Forbes 2023 Top RIA Firms in America – (Awarded October 2023 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website. ) Barron’s Hall of Fame Inductee (Awarded September 2019 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website. ) A Partnership from the Start Wealth is powerful . Wealth is personal . But wealth isn’t easy . The demands of managing the moving parts of your financial life, along with the desire to leave a lasting, meaningful legacy for your family, can be all-consuming. At Wescott, we understand the challenges wealth can bring. THE CLIENT EXPERIENCE Wescott is Proudly B Corp Certified With our certification, Wescott joins a global community of business leaders committed to social and environmental excellence, transparency, and accountability. Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification. LEARN MORE ABOUT OUR COMMITMENT Our Insights STAY IN THE KNOW Inflation at an Inflection Point and the 60/40 PortfolioIn this November 3, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss the Federal Reserve’s approach to inflation and whether we may have reached an inflection point, and review the significance of a 60/40 portfolio strategy.Read More The Impact of Artificial Intelligence – Verify You’re Human; Ask Me AnythingIn this July 10, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief Executive Officer, Grant Rawdin, and Chief Investment Officer, Mark McCarron, break down the mania of artificial intelligence and its impact on economic markets. In this webinar, Grant and Mark separate facts from fiction and offer an outlook on its market impact moving forward.Read More Q&A: Understanding Tax Code and the Right Tax Planning Strategies for YouMay 2023 – Robert Waskiewicz, Principal, Senior Financial Advisor, discusses the tax planning strategies investors can employ year-round to prepare for the next tax season and beyond.Read More The Fed’s Challenge: Managing Inflation and Financial StabilityIn this April 20, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss some of the items we’re watching, including the Fed’s policy and peak inflation, the regional banking crisis, inflation expectations, and the housing market.Read More Women in Financial Planning: How the Industry Continues to Evolve and Elevate Diverse VoicesMarch 2023 – At Wescott, we are focused on elevating diverse voices within our team, as we believe unique perspectives are what lead to better outcomes for everyone. Since 1987, Wescott has prioritized diversity and encouraged female representation at all levels of the firm.Read More Bubbles, Balloons and Budgets – An Economic and Market OutlookIn this February 17, 2023 episode of Wescott’s Market and Economic Outlook series, CIO, Mark mcCarron, discusses the impact of cooling inflation, geopolitical tensions stirred by the voyage of Chinese spy balloons, and a debate over the debt ceiling that is likely to carry on for some time.Read More Discover MRK Powered by Wescott Contact Philadelphia, PA 30 South 17th Street Philadelphia, PA 19103-4196 215.979.1600 Fort Washington, PA P.O. Box 1771 455 Pennsylvania Avenue, Suite 230 Fort Washington, PA 19034 215.979.1900 Harleysville, PA 162 Main Street P.O. Box 164 Harleysville, PA 19438 215.209.4100 Miami, FL 201 S. Biscayne Boulevard, Suite 3400 Miami, FL 33131-4325 305.960.2350 Wescott Satellite Offices Wescott also has national satellite locations to better serve our clients. 215.979.1600Navigate Home Who We Are Our Services Our Professionals Community Our Approach Investment Philosophy Wescott Difference ESG Investing Client Experience Who We Work With Trust Services PerfectScore® Case Studies MRK Powered by Wescott Insights Financial Planning Series Contact Careers myWescottVault® Disclosure Privacy Policy Form CRS © 2024 Wescott Financial Advisory Group, LLC *Certified B Corp Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits, charitable giving and community inclusion to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification. 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