Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC A wealth management firm with offices in Philadelphia, Harleysville and Miami.

Our Culture & Engagement Team traded lunch in the office for a visit to Calder Gardens in Philadelphia and it was exact...
06/01/2026

Our Culture & Engagement Team traded lunch in the office for a visit to Calder Gardens in Philadelphia and it was exactly the kind of outing that reminds you why the city is worth exploring.

The gardens, dedicated to the work and sculptures of Alexander Calder, is one of Philadelphia's newest cultural destinations.

Good company, great art. If you haven't been, put it on your list.

🔗 https://caldergardens.org/about/

Remembering the fallen heroes whose sacrifice we honor this Memorial Day. To the brave and their loved ones, thank you.
05/25/2026

Remembering the fallen heroes whose sacrifice we honor this Memorial Day. To the brave and their loved ones, thank you.

We are thrilled to congratulate Becki Iacopelli, Senior Financial Advisor, on earning her Chartered Financial Analyst® (...
05/14/2026

We are thrilled to congratulate Becki Iacopelli, Senior Financial Advisor, on earning her Chartered Financial Analyst® (CFA®) designation!

As one of the most respected and rigorous credentials in the investment management profession, this achievement reflects an extraordinary commitment to excellence, expertise, and ethical practice. Becki's dedication to her craft and to the clients she serves makes this milestone well deserved.

We're proud to have her as part of the Wescott Team. Please join us in celebrating her!

Today, our team stepped away from the office and into the community.We spent the morning at Manna on Main Street, preppi...
04/28/2026

Today, our team stepped away from the office and into the community.

We spent the morning at Manna on Main Street, prepping 750 meals for individuals and families in our region facing food insecurity. It was hands-on, humbling, and a good reminder of what it means to show up for neighbors who need it most.

Grateful to the Manna team for having us and to every Wescott team member who shared their time .

🔗 Learn more about Manna on Main Street: www.mannaonmain.org

We're thrilled to share that Wescott Financial Advisory Group has been named a finalist for Employer of Choice in the 20...
04/15/2026

We're thrilled to share that Wescott Financial Advisory Group has been named a finalist for Employer of Choice in the 2026 Awards. Selected from a highly competitive pool of nominations, this recognition reflects the dedication, care, and culture our team continues to build together, year after year. 🏆

Thank you to everyone at Wescott—this recognition reflects the way you show up for one another and for our clients every day.

View the full list of finalists: https://investmentnewsawards.com/2026-winners-excellence-awardees

April 2026 - No fee was paid for consideration in this award.

Celebrating a well-deserved double recognition. 🎉We're proud to share that Grant Rawdin has been named to the 2026 Forbe...
04/14/2026

Celebrating a well-deserved double recognition. 🎉

We're proud to share that Grant Rawdin has been named to the 2026 Forbes Best-In-State Wealth Advisors list in Pennsylvania ( #3 in Private Wealth) — and recognized as one of Barron's 2026 Top 1,500 Advisors by State, ranking #15 in Pennsylvania.

These honors reflect the trust, care, and life-minded philosophy Grant brings to his client and professional relationships. Congratulations, Grant — we're grateful for your leadership every day.

🔗 Forbes Best-In-State Wealth Advisors: https://www.forbes.com/lists/best-in-state-wealth-advisors/

🔗 Barron's Top 1,500 Advisors by State: https://www.barrons.com/report/top-financial-advisors/1500/2026

No fee was paid for participation in either ranking.

What if you could invest in the S&P 500 — but on your own terms? Whether you're looking to avoid overexposure to a singl...
04/13/2026

What if you could invest in the S&P 500 — but on your own terms?

Whether you're looking to avoid overexposure to a single stock, align your portfolio with your values, or unlock tax-loss harvesting benefits, direct indexing is a strategy worth knowing about.

Our own Mark McCarron, Partner and Chief Investment Officer, was recently featured in NerdWallet, breaking down how direct indexing works — and who it's best suited for.

Read the full article here 👇
https://www.nerdwallet.com/investing/learn/avoid-companies-in-sp500

$105 trillion. That’s the amount of assets set to change hands over the next two decades in what some have dubbed, “The ...
04/08/2026

$105 trillion. That’s the amount of assets set to change hands over the next two decades in what some have dubbed, “The Great Wealth Transfer”.

Behind every generational transfer is a family, and behind every family is a set of conversations that either happened or didn't:

• Who inherits what?
• How should assets be structured?
• What are the tax implications of our accounts?
• What happens when life circumstances shift?

These are the questions that planning ahead helps answer clearly, before the complexity compounds.

Wescott's team includes estate planning specialists, tax experts, and lawyers who help families navigate the dynamics of wealth in motion, considering the numbers and the people behind them.

Because we know that the financial piece is only part of the picture.

Source: https://www.investopedia.com/the-biggest-wealth-shift-in-history-could-transform-your-financial-future-11901900

Celebrating the People Who Make Wescott, Wescott.Every year, we take a moment to pause and recognize the team members wh...
04/02/2026

Celebrating the People Who Make Wescott, Wescott.

Every year, we take a moment to pause and recognize the team members who have dedicated years — sometimes decades — to serving our clients and each other. This year, we're proud to honor our 2026 Milestone Award recipients, celebrated at our all-firm retreat dinner.

From 5 years to 35 years, these individuals represent the heart of what makes Wescott exceptional. Our heartfelt congratulations to:

🏆 Scott H. Levin – 5 Years
🏆 Rebecca E. Iacopelli – 5 Years
🏆 James P. Ciamacco – 5 Years
🏆 Timothy F. Ferko – 5 Years
🏆 Luisa A. DeLaTorre – 5 Years
🏆 Robert A. Bap-Wasko – 10 Years
🏆 Sofia A. Lowenberg – 10 Years
🏆 Amanda R. Weldon – 15 Years
🏆 Dan J. Esquirell – 20 Years
🏆 Sean M. Roberts – 35 Years

Thank you for your commitment, your expertise, and everything you bring to this firm every single day. We're grateful to have you in our Wescott family 👏

Address

30 South 17th Street
Philadelphia, PA
19103

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