Since 1987, APS Powered by Wescott has been providing current and retired Merck® professionals, executives and other pharmaceutical professionals with practical and broad-based holistic financial guidance.
Our team is deeply familiar with the intricate details of Merck’s professional and executive benefits and compensation plans, and has been a partner to over 400 Merck families. We tailor our plans to individual objectives, personal goals, habits, dynamics, and financial experience, developing customized strategies that consider both the personal and financial aspects of our clients’ lives through our unique Life-Minded Wealth® approach.
We believe in building meaningful, long-term relationships with our clients to support them and their families today and into the future. Are you ready to experience the Wescott Difference with APS Powered by Wescott?
2009 through 2022
2014 through 2023
2009 through 2022
2020 through 2022
Inaugural Year
Founded as a fee-only fiduciary in 1987 by CEO Grant Rawdin, Esq. from his tax and business practice at national law firm Duane Morris LLP, Wescott Financial Advisory Group is an award-winning independent registered investment advisor (RIA) and wealth management firm with nearly $3.5 billion in assets under management.
Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single financial planning service that helps clients see all sides of every financial decision.
From asset management to estate planning, retirement planning and tax planning, Wescott’s team of professionals is here to guide you every step of the way, at every stage of life, on your financial journey. Your wealth is personal. And, so is our approach to managing your assets.
Wescott is headquartered in Philadelphia, PA with offices in Fort Washington and Harleysville, PA, and Miami, FL.
Wescott 2023 Disclosure Information
Wescott Financial Advisory Group, LLC (“Wescott or the “Firm”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Wescott may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Views are subject to change at any time based on market and other conditions. Wescott has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. For information pertaining to the registration status of Wescott, please contact Wescott or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Wescott, including fees and services, send for our disclosure statement as set forth on Form ADV from Wescott using the contact information herein.
Past performance is no guarantee of future results. Investing involves risk, including the possibility of loss.
*The use of Merck’s name is neither a testimonial nor endorsement of Wescott, APS Powered by Wescott or Wescott’s wealth management services by Merck & Co., Inc. (“Merck”), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with Wescott to provide these services to Merck, or any of its employees. Merck’s name is strictly used to identify APS Powered by Wescott’s selective client niche, as determined solely by Wescott. Wescott provides holistic wealth management services to individuals and families with all work backgrounds, while APS Powered by Wescott primarily focuses on building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck professionals, retirees and their families, when selected to do so by those individuals.