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 20 years.  This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns.  Additional information can be found at www.wescott.com.

To meet its clients’ growing needs in the areas of trust and fiduciary services, the firm formed Wescott Trust Services, a private-label trust company providing comprehensive services including administration of revocable, irrevocable and special needs trusts, and estates.  In addition, the trust company acts as agent for trustees and guardian of the property; and manages custodial and retirement plan services.  More information is available at www.wescotttrustservices.com.  

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 and Miami, Wescott’s mission is “Achieving Client Goals”.