Wescott Financial Advisory Group LLC

Congratulations are in order! 🎉

Wescott is incredibly proud to share that James Ciamacco, MT, CFP®, Senior Financial Advisor, has been named a finalist for Rising Star of the Year in the WealthManagement.com 2026 Industry Awards.

This recognition is a reflection of Jimmy’s talent, achievement, and steadfast commitment to his clients, his peers, and the future of wealth management.

Jimmy, from the entire Wescott Team, BRAVO!



No fee was paid for consideration in these awards.

Our Culture & Engagement Team traded lunch in the office for a visit to Calder Gardens in Philadelphia and it was exactly the kind of outing that reminds you why the city is worth exploring.

The gardens, dedicated to the work and sculptures of Alexander Calder, is one of Philadelphia's newest cultural destinations.

Good company, great art. If you haven't been, put it on your list.

🔗 https://caldergardens.org/about/

Remembering the fallen heroes whose sacrifice we honor this Memorial Day. To the brave and their loved ones, thank you.

We are thrilled to congratulate Becki Iacopelli, Senior Financial Advisor, on earning her Chartered Financial Analyst® (CFA®) designation!

As one of the most respected and rigorous credentials in the investment management profession, this achievement reflects an extraordinary commitment to excellence, expertise, and ethical practice. Becki's dedication to her craft and to the clients she serves makes this milestone well deserved.

We're proud to have her as part of the Wescott Team. Please join us in celebrating her!

What if you could invest in the S&P 500 — but on your own terms?

Whether you're looking to avoid overexposure to a single stock, align your portfolio with your values, or unlock tax-loss harvesting benefits, direct indexing is a strategy worth knowing about.

Our own Mark McCarron, Partner and Chief Investment Officer, was recently featured in NerdWallet, breaking down how direct indexing works — and who it's best suited for.

Read the full article here 👇
https://www.nerdwallet.com/investing/learn/avoid-companies-in-sp500