Wescott Financial Advisory Group LLC

Seasons greetings from the Wescott Team! Wishing you peace, comfort and a joyful holiday season celebrating cherished traditions old and new.

In episode 6 of Wescott's Educational Series, our Director of #FinancialPlanning Standards, Susan Green, is joined by Wescott Senior Financial Advisor and Tax Alpha Group member, Robert Waskiewicz, to focus on #taxplanning. Listen in to learn how Wescott reviews each client's unique situation to ensure financial goals are achieved in the most tax-efficient manner. https://wescott.com/education-series-ep-6-focus-on-tax-pla/

At Wescott, we believe that it is vital for our team to strengthen the communities they live and work in, and encourage team members to support organizations that do so with our Volunteer Time Off (VTO) Program. We celebrate our communities that are diverse in background and purpose, and remain united in the belief that together we can make a lasting, positive change. Learn more about the nonprofits we volunteer with and champion. #WescottintheCommunity https://wescott.com/who-we-are/community/

Our Wescott Team wishes everyone a happy and safe Thanksgiving! We may be celebrating the holiday a little differently this year, but there are so many reasons to be thankful.

What does a mentor mean to you? Chris Cortese, Wescott's Senior #FinancialAdvisor and Director of Next Gen Advisor Development, says a mentor is someone "who supports you, guides you, pushes you, and is your biggest champion during successes and failures." Read about the mentor Chris is most grateful for and how the #financialplanning community champions its professionals in this Financial Planning Association article. https://www.financialplanningassociation.org//NOV20-tips-n

Wescott is proud to support Urban Affairs Coalition and join their #EndingRacism movement! Their virtual event premiers Friday at 9 AM. Free and Open to the Public. Register at https://cvent.me/KbwXYB

Wescott is a great firm with caring people.

At Wescott, we believe in supporting our communities and we are inspired by our team members who are passionate about making a difference. Recently, Wescott Controller, Dan Wick shared why he has been a 15-year supporter of The National Multiple Sclerosis Society and their largest fundraiser, Bike MS, which is happening virtually on Saturday, October 17. Dan said: I got involved with Bike MS because it was an opportunity to make a difference and I firmly believe that, toget...her, we can alleviate the suffering of people living with MS. Read our latest blog post to learn more about Bike MS. #WescottintheCommunity #SocialImpact https://wescott.com/wescott-in-the-community-dan-wick-on-b/

The importance of a diversified portfolio cannot be understated, especially when the market is volatile. When implementing a client’s customized portfolio, Wescott’s #financialadvisors are supported by a tenured investment research group, with a deep understanding of industry trends and current events. They help to ensure that our clients’ portfolios are positioned for success. #TheWescottDifference Learn more about Wescott’s strategic and custom approach to investing: https://wescott.com/our-approach/investment-philosophy/

Grant Rawdin congratulations. A well deserved recognition for a leader in our industry.

Wescott’s comprehensive financial, investment and administrative services not only help clients plan for their future, but are designed based upon their personal preferences. Many elements of Wescott’s offering, from clients’ investment portfolios to newly established Wescott managed accounts, are customizable. These bespoke features include electronic fund transfers, electronic signatures and digital reporting. #TheWescottDifference Learn more about Wescott’s myriad #financialsolutions here: https://wescott.com/who-we-are/our-services/

For a new Wescott client, the development of their #investment policy statement plays a pivotal role in helping our team of #financialadvisors understand their financial mindset. This statement serves as the blueprint for the client’s bespoke investment strategy that reflects their preferred risk tolerance and financial goals. Learn more about our client experience and investment planning here: https://wescott.com/our-approach/wescott-difference/

Part of our clients’ #WescottExperience is analyzing their financial situation with PerfectScore. Our advisers focus on topics such as cash flow management and income #taxplanning to gain a clear view of their total financial picture. Learn more about our proprietary #financialplanning tool. #TheWescottDifference https://wescott.com/the-client-experience/perfectscore/

Wescott’s team of #financialadvisers have the experience and expertise to help meet a client’s unique needs and objectives. They proudly provide them with the best comprehensive nancial planning and #investmentmanagement services. Learn more about our mission of client service excellence. #TheWescottDifference https://wescott.com/who-we-are/our-professionals/

Wescott is honored to be named a certified B Corporation and join a global community of business leaders committed to social and environmental excellence, transparency and accountability. This certification showcases the positive impact Wescott has had on our clients, communities and team members for over 30 years. Learn more about how Wescott’s earned this ethical distinction here: https://wescott.com/wescott-financial-advisory-group-is-na/

Considering converting your traditional IRAs into Roth IRAs? You're not alone. Chris Cortese, Wescott's Senior #FinancialAdvisor and Director of Next Gen Advisor Development, discusses the impacts of the #CARESAct on required minimum distributions and tax brackets. Read about it in Financial Advisor Magazine #WescottTaxPlanning

Wondering how to incorporate #ESG and impact investing into your portfolio? Learn more about Wescott’s proven approach on how-to create sustainable impact.

Having your personal values reflected in your #investment portfolio is as important as your return on investment. Our Wescott Investment Team develops customized #ESG (environmental, social, and governance) portfolio solutions to fulfill your financial goals, without losing sight of your ethical principles. If you’re interested in learning more about ESG solutions and how they can create a positive, substantial impact, click here. https://wescott.com/our-approach/esg-investing/

No one plans to divorce. The process of dividing up family assets may be even more difficult for those experiencing a gray #divorce (a divorce for individuals 50 or older). Read Wescott’s piece on #taxlaw changes individuals should be aware of as they navigate the significant financial transition that comes with later-in-life separations. https://wescott.com/tax-law-changes-create-new-gray-areas-/

Meet Amanda Weldon, Wescott’s Senior Investment Research Analyst. Weldon’s top #investingadvice is don’t work for money, let #money work for you. Learn more in Amanda’s Who We Are series.