Wescott Financial Advisory Group

Wescott Financial Advisory Group

Investment Management, 30 S 17th St, Philadelphia, Pennsylvania, 19103, United States, 51-200 Employees

wescott.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 21********

Who is WESCOTT FINANCIAL ADVISORY GROUP

Let us build a track record of advice, trust and results for you... Through its trademarked Life-Minded Wealth approach, Wescott Financial Advisory Group integrates financial expertise wi...

Read More

map
  • 30 S 17th St, Philadelphia, Pennsylvania, 19103, United States Headquarters: 30 S 17th St, Philadelphia, Pennsylvania, 19103, United States
  • 1987 Date Founded: 1987
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from WESCOTT FINANCIAL ADVISORY GROUP

Wescott Financial Advisory Group Org Chart and Mapping

Employees

Robert Waskiewicz

Senior Financial Advisor, Principal

David Lafferty

Partner, Senior Financial Advisor

Carrie Delgott

Chief Operating Officer / Chief Compliance Officer

Rick Volpe

Director of Charitable and Estate Planning

Lydia Sheckels

Chief Investment Officer - Emeritus and Senior Financial Advisor

Brendan Hunter

Associate Financial Advisor

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Wescott Financial Advisory Group

Answer: Wescott Financial Advisory Group's headquarters are located at 30 S 17th St, Philadelphia, Pennsylvania, 19103, United States

Answer: Wescott Financial Advisory Group's phone number is 21********

Answer: Wescott Financial Advisory Group's official website is https://wescott.com

Answer: Wescott Financial Advisory Group's revenue is $25 Million to $50 Million

Answer: Wescott Financial Advisory Group's SIC: 6282

Answer: Wescott Financial Advisory Group's NAICS: 523930

Answer: Wescott Financial Advisory Group has 51-200 employees

Answer: Wescott Financial Advisory Group is in Investment Management

Answer: Wescott Financial Advisory Group contact info: Phone number: 21******** Website: https://wescott.com

Answer: Let us build a track record of advice, trust and results for you... 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 (CFPs, 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.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access