Wescott Financial Advisory Group is an independent, SEC-registered, fee-only investment advisory and wealth management firm, but at the heart of their firm is their proud mission of Achieving Client Goals. It’s a mission that has driven Founder and CEO, Grant Rawdin, and the Wescott Team for over 30 years. With this inspiration, coupled with the team’s passion, they have helped countless, high-net-worth individuals, families and institutions around the country meet their unique financial goals at all stages of their lives, during years of asset accumulation to times of transition to years of retirement.
Wescott has infused forward-looking investment strategies with an unwavering focus on those investments that empower you to achieve your goals. Increasingly, those strategies and goals are taking on a global and impact-driven perspective. Today, Wescott is proud to carry its progressive investment approach forward through its commitment to sustainable environmental, social, and governance (ESG) issues. They provide industry-leading, customized ESG investment portfolios to help fulfill their clients’ ethical ideals and financial goals.
Keywords: ESG Investing
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 99.9
