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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, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron`s, Forbes, CNBC and Financial Advisor magazine. Our mission is "Achieving Client Goals". Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.
Obrien Management Inc is a Cambridge, MA-based company in the Financial Services sector.
Rodman & Renshaw, LLC is a New York, NY-based company in the Financial Services sector.
Franklin Square is a leading manager of alternative investment funds designed to enhance investors` portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors. The firm`s funds offer “endowment-style” investment strategies that help construct diversified portfolios and manage risk. Franklin Square strives not only to maximize investment returns but also to set the industry standard for best practices by focusing on transparency, investor protection and education for investment professionals and their clients. Founded in Philadelphia in 2007, Franklin Square quickly established itself as a leader in the world of alternative investments by introducing innovative credit-based income funds, including the industry`s first non-traded BDC. The firm managed approximately $13.6 billion in assets as of September 30, 2014.
W.H. Reaves & Company is a Jersey City, NJ-based company in the Financial Services sector.