Wescott Financial Advisory Group, LLC, is a fee-only investment advisory and wealth management firm founded in 1987. They offer comprehensive financial planning, investment management, estate planning, philanthropic guidance, and tax services. Their target audience includes high-net-worth and ultra-high-net-worth individuals, families, trusts, foundations, and institutions with $2 million or more in investable assets. Wescott's unique selling proposition is its holistic, client-centric approach, known as Life-Minded Wealth, which integrates financial expertise with personal life goals, setting them apart through personalized strategies and a commitment to social responsibility as a Certified B Corporation[1][2][4].