CTOs on the Move

Wescott

www.wescott.com

 
Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm`s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.wescott.com
  • 30 South 17th Street
    Philadelphia, PA USA 19103
  • Phone: 215.979.1600

Executives

Name Title Contact Details

Similar Companies

Employees Retirement System of Texas

The Employees Retirement System of Texas (ERS) manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. These benefits contribute to the financial security and overall well-being of employees, retirees and their families. They are an important part of the compensation package of state agency and institution employees.

Home Equity Securities

Home Equity Securities is a New York, NY-based company in the Financial Services sector.

Digital Venture Partners

​Digital Venture Partners is a majority black-owned portfolio company that has content and brand partnerships with multiple mainstream media platforms, as well as strategic investments in multiple black-owned cannabis startups. DVP’s portfolio is comprised of projects and brands that spotlight minority entrepreneurship and culture. DVP and our founders have been featured in publications such as AP News, Playboy, FORTUNE, BET, and more.

Asset Alliance Corporation

Asset Alliance Corporation is a New York, NY-based company in the Financial Services sector.

Simon Group Holdings

Simon Group Holdings (SGH) was created in 1985 with the founding of Atlas Oil Company by Sam Simon. SGH has 120 companies and direct investments, 3,000 customers and 1,000 employees. Its growth is fueled through digital disruption and by investing in operationally experienced entrepreneurs who have a vision and hunger to reinvent their respective industries. SGH has interests in comprehensive energy solutions; fuel supply; oil field services; logistics and transportation; real estate; private equity; technology services; aerospace and defense; and turnkey modular solutions.