Harleysville, PA Office
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Wescott Financial Advisory Group LLC
Multi-team
Firm-wide stats for Wescott Financial Advisory Group LLC
About
Wescott Financial Advisory Group serves a mix of individual clients (including high‑net‑worth households), family offices, charitable organizations, and retirement plans, offering wealth management, financial planning and consulting, family office solutions, trust services, and retirement plan/pension consulting. The firm’s brochure discloses approximately $4.16 billion in assets under management and describes program offerings that include an Entrada® program for smaller accounts and MRK Powered by Wescott services tailored for Merck executives.
The firm describes an open‑architecture, multi‑manager investment approach that blends passive and active strategies, uses fundamental analysis, and documents client objectives in written Investment Policy Statements; Wescott may engage independent third‑party managers and monitors portfolios with periodic reporting. Its disclosures emphasize tax‑sensitive portfolio construction and note that the firm has implemented limited AI tools for operational efficiency and client‑service functions, while stating AI is not used for investment selection.
Noteworthy disclosures in the brochure include an affiliation with the law firm Duane Morris LLP and a de minimis ownership interest (less than 0.25%) in National Advisors Trust Company, both identified as potential conflicts when recommending legal or trust services. The brochure also describes the firm’s preparation and delivery of portfolio performance reports and related investment commentary and discloses the use of hypothetical performance in some advertising, alongside legacy and niche programs that distinguish it from many peers.
Based on Wescott Financial Advisory Group LLC
Location
162 Main St
Harleysville PA 19438
Advisors at this office
3
Advisors at this office
Karen M
CFP®
Harleysville, PA
Wescott Financial Advisory Group LLC
Karen Mcintyre is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC since 2013. She is based in Harleysville, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.
Sandra G
CFP®, Series 63
Harleysville, PA
Wescott Financial Advisory Group LLC
Sandra Goodstein is a CFP® with 23 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2015. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.
Christopher C
CFP®, Series 66
Harleysville, PA
Wescott Financial Advisory Group LLC
Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.
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