Wescott
is a financial planning and investment management firm that serves families, trusts, foundations and other institutions... Read moreWescott
is a financial planning and investment management firm that serves families, trusts, foundations and other institutions... Read more
News
Oct 29, 2025
Wescott Blog
Wescott Blog Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner
Oct 22, 2025
Wescott Blog
Wescott Blog Creating Lasting Impact with Your Year-End Charitable Gifting
Oct 15, 2025
Wescott Blog
Wescott Blog Managing Money When You're Caring for Kids and Parents: A Financial Guide for the Sandwich Generation
Oct 02, 2025
PR Newswire
Press Release: Wescott : Wescott Financial Advisory Group Celebrates Record-Breaking Year in the 2025 MS City to Shore Ride
Aug 21, 2025
Wescott Blog
Wescott Blog A Financial Planner's Guide to Unlocking the Power of a 529 Plan
Aug 12, 2025
Wescott Blog
Wescott Blog The Family Wealth Conversation: How to Prepare Your Children for Inheritance Without Creating Entitlement
Jul 23, 2025
Wescott Blog
Wescott Blog Summer Business and Career Transition Planning: How Successful Executives and Professionals Use Vacation Time for Strategic Retirement Decisions
Jun 17, 2025
Wescott Blog
Wescott Blog Beyond the Conversation: Preserving Family Wisdom for Future Generations
Jun 17, 2025
Wescott Blog
Wescott Blog The Art of Legacy Conversations: How Summer Gatherings Create Generational Foundations
May 22, 2025
Wescott Blog
Wescott Blog Mid-Year Financial Review: Essential Preparation and Common Pitfalls to Avoid
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