Wescott Financial Advisory Group, LLC

Happy Women’s History Month! ?? This month, we honor the trailblazers, changemakers, and visionaries who have shaped history and continue to inspire future generations. From finance to leadership and beyond, women are moving us forward every day. Here’s to the women breaking barriers and redefining success! #WomensHistoryMonth #EmpoweredWomen #BreakingBarriers #Leadership

At Wescott, we believe that mentorship and community are key to building a strong financial planning profession. That’s why we’re proud to highlight James Ciamacco, CFP?, our Senior Financial Advisor, who is making an impact both inside and outside our firm. As the NexGen Director for the FPA of the Philadelphia Tri-State Area, Jimmy is dedicated to fostering mentorship and engagement among the next generation of financial planners. Having navigated the early stages of his career without a mentor, he understands firsthand the value of guidance in an evolving industry. ?? If you’re an up-and-coming financial planner, be sure to connect with Jimmy at an FPA event this year! #FinancialPlanning #Mentorship #FPA #Leadership #TaxAlpha #PortfolioStrategy #NextGenFinance

Markets fluctuate, but a well-built strategy stands the test of time. At Wescott, we take an evidence-based approach to investing that is grounded in academic research, risk management, and a deep understanding of your financial goals. We don’t chase trends or time the market. Instead, we focus on disciplined, long-term strategies designed to help build and preserve wealth. Our philosophy is simple: Investing isn’t just about returns – it’s about achieving the life you envision. Whether you're planning for retirement, growing your legacy, or managing generational wealth, Wescott’s experienced team is here to guide you. Learn more about how we can help you invest with confidence: https://lnkd.in/d3gPy7E #InvestWithConfidence #WealthManagement #FinancialPlanning #SmartInvesting

Stock options, bonuses, deferred comp – executive benefits are anything but simple. The right strategy can mean the difference between simply earning and truly building wealth. At Wescott, we help high-level professionals maximize benefits, minimize taxes, and secure their financial future. Ready to make your executive compensation work harder for you? See how we do it: https://lnkd.in/g8cfSWPW #ExecutiveCompensation #WealthStrategy #SmartMoneyMoves

Financial planning isn’t just about numbers; it’s about building a strategy for the future you envision. In Episode 1 of Wescott’s Financial Planning Series, we break down the key steps to get started. ?? Watch & learn: https://lnkd.in/gFnS2heK #FinancialPlanning #WealthManagement #MoneyMatters #WescottWealth

Honoring the leaders who shaped our nation! Wishing everyone a meaningful and reflective Presidents' Day. ???? #PresidentsDay #Leadership #History

"Set it and forget it" is often a solid strategy for retirement, but when life changes, so should your plans. Mark McCarron, CFA of Wescott Financial Advisory Group stresses the importance of avoiding emotional reactions to market moves. "You want to take a long-term view and build a strategy." But remember, major life events like marriage or the birth of a child should prompt a review of your retirement plans. Read more in MarketWatch to learn how to navigate your retirement accounts effectively. https://lnkd.in/guQ3fJjH #RetirementPlanning #Investing #FinancialStrategy #WealthManagement

When Lydia Sheckels’ husband retired unexpectedly, it created financial and emotional challenges. As the sole earner, she had to rebuild their retirement savings – but over time, she discovered the value of his flexibility and new role in their household. At 71, Sheckels is now beginning her own retirement journey, proving that even rocky transitions can lead to balance and growth. This story, featured in a Barron’s Advisor article, highlights the complexities of staggered retirements and the importance of aligning on goals as a couple. Read the full article for more insights: https://lnkd.in/dMjJKjJf #RetirementPlanning #FinancialPlanning

For many investors, art is more than just a passion – it’s a wealth-building tool. As Grant Rawdin, Founder and CEO, of Wescott Financial Advisory Group, shares in Barron's, proper planning is essential for managing art collections. From tax strategies to estate planning, financial advisors can help collectors avoid costly mistakes and maximize their investments. Ready to explore the financial side of art? https://lnkd.in/gwkmGgJa #ArtInvesting #FinancialPlanning

Tax planning is a year-round process, especially for retirees managing multiple income sources. Robert Waskiewicz, Partner and Senior Financial Advisor, from Wescott Financial Advisory Group emphasizes the importance of understanding your tax bracket and acting strategically – like considering a Roth conversion or timing capital gains. Read the full article on Senior Planet to explore more expert tips for smarter tax planning: https://lnkd.in/gdnvCRBU #TaxPlanning #RetirementFinance #SmartMoneyTips