Wescott Financial Advisory Group Earns Accolades from Forbes, CNBC, Financial Times
PHILADELPHIA, June 18, 2015 — Amid a period of strategic growth, Wescott Financial Advisory Group has once again been named a top financial advisor by three national media outlets.
This spring, both Forbes and CNBC have included Wescott on their 2015 lists of Top 100 wealth management firms. Additionally, Financial Times included Wescott among its second annual list of “300 Top Registered Investment Advisors” from across the United States.
“It is humbling to be consistently counted among the best wealth managers in the country by these reputable media organizations,” said Grant Rawdin, founder and CEO. “I believe this honor will only inspire our 17 advisors, our Investment Research Group and the rest of the Wescott team to continue to serve our clients at the highest levels in our industry.”
With offices in Philadelphia and Fort Washington, Pennsylvania; Boca Raton and Miami, Florida; and San Francisco, Wescott manages $2.3 billion in assets from their high-net-worth clients while overseeing and advising on billions more in business, real estate, retirement and other financial assets.
The national rankings come just weeks after a significant business acquisition. As part of its strategic effort to expand regionally in the Philadelphia and South Florida markets, Wescott announced in April it had acquired Goodstein & Associates in Fort Washington, Pennsylvania, adding 100 clients with $120 million in assets under management to its portfolio.
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their clients’ goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2 billion in assets under management, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia and Fort Washington, Pennsylvania; Boca Raton and Miami, Florida; and San Francisco. For more information, visit wescott.com and follow them on Twitter @WescottFin.
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