How can I best structure my investment portfolio given the uncertainty around future tax reform and tax rate increases? How does retirement change my tax planning? How can I decrease my tax burden?
For investors of all ages, especially current and future retirees, efficient tax planning can make a significant difference for your income and savings. It can also be significantly stressful – even with the help of professional advisor. In 2024, the challenges and considerations are even greater given ongoing market uncertainty.
At Wescott, we have helped many high-net worth (HNW) and ultra-high net worth (UHNW) individuals and families navigate complex wealth and tax situations.
In our complimentary tax guide, we provide you with an overview of tax planning and a deep dive into more complex, tax-efficient investing strategies that can help you navigate ways to lower your net income tax.
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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 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 2024 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.