We are pleased to announce that Asset Planning Services, LTD. (APS) has merged with Wescott Financial Advisory Group LLC., an independent registered investment advisory (RIA) and wealth management firm headquartered in Philadelphia, Pennsylvania.
Our two firms have like-minded philosophies, values and client-first mindsets, and by joining together, we are strengthening our core offerings and deepening our resources. In all, this partnership strengthens our ability to provide unparalleled service to our clients and continue to help you meet your financial and investing goals throughout your lives.
Moving forward, our Merck* families will continue to be served by us under the APS Powered by Wescott brand. We look forward to this exciting new chapter with our growing team and valued clients.
Fondly,
2014 through 2022
2021
2009 through 2022
2020 through 2022
Inducted in 2019
Inaugural Year
Founded in 1987 as a fee-only fiduciary by Grant Rawdin, Esq., Founder and CEO, 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 more than $3.5 billion in assets under management. We are headquartered in Philadelphia, Pennsylvania, with additional offices in Harleysville, Pennsylvania, Fort Washington, Pennsylvania, Miami, Florida and nationwide.
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, family office services, 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.
*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 executives/retirees and their families, when selected to do so by those individuals.
ascardelletti@wescott.com
(215)-209-4100