We

Profile Preview — Altss

Wescott Financial Advisory Group, LLC Overview

Type

Multi Family Office

General Information

Wescott Financial Advisory Group, LLC is a multi-family office headquartered in Philadelphia. The firm serves families and individuals with a comprehensive suite of wealth management, investment advisory, and financial planning services. Its approach integrates tax strategy, estate planning, and philanthropic guidance—aligning client objectives with tailored solutions to preserve and grow capital across generations while navigating complex financial landscapes.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Philadelphia, United States

Portfolio & Notable Allocations

Altss Insights

Need institutional-grade insight on family offices?

Altss delivers:

  • • Live OSINT deal alerts
  • • Allocation history by asset class
  • • Principals with verified direct contacts

Prefer a guided tour?

We’ll walk you through:

  • • Interactive funding timelines
  • • Custom mandate & allocation filters
Wescott Financial Advisory Group, LLC | Philadelphia Multi Family Office | Altss