Wescott Financial Advisory Group Sustainability Profile

Wescott Financial Advisory Group, an independent, SEC-registered fee-only investment advisory and wealth management firm focuses deeply on their mission of "Achieving Client Goals." Founded over three decades ago by Grant Rawdin, the firm has dedicated itself to assisting high-net-worth individuals, families, and institutions across various life stages—from accumulation to retirement. Wescott stands out for integrating forward-looking strategies with a commitment to sustainable environmental, social, and governance (ESG) practices, offering customized ESG investment portfolios that align clients’ ethical values with their financial objectives.