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.

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.

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.

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