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Grant Rawdin, J.D., CFP®

Grant Rawdin, J.D., CFP®

Founder and CEO, Wescott Financial Advisory Group LLC

Grant Rawdin is Founder and CEO of Wescott. He founded the firm in 1987, which grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm. Grant is an attorney, an accountant and a Certified Financial Planner™ and has served as adviser to many businesses, providing strategic, ongoing, and merger and acquisition advice. He is admitted to both the Pennsylvania and New Jersey Bars.

Grant and Wescott are recognized as leading the investment and financial planning industry in innovation, growth and size. Wescott is among the top 25 financial advisers in the U.S. in the Top 100 rankings of Barron's, Forbes and CNBC. His articles, research and advice have been regularly featured in scores of national, local, popular and industry publications. He is also a frequent speaker on a variety of issues at national conferences.

Phone: 215.979.1600
E-mail: yourwescottteam@wescott.com
Website: www.wescott.com
Facebook: https://www.facebook.com/WescottFin/
LinkedIn: www.linkedin.com/company/wescott-financial-advisory-group/

The Gray Area in Gray Divorce
retirement

The Gray Area in Gray Divorce

Going through a divorce in your 50s or beyond can be especially complicated and fraught with financial implications. There are two areas in particular…
March 6, 2020
Making the Most of Charitable Giving Before and After Retirement
retirement

Making the Most of Charitable Giving Before and After Retirement

How to best give to charity in a tax-smart way could depend on your age. Donor-advised funds and QCDs are two different methods to consider that can s…
November 28, 2019
What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids
retirement

What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids

The SECURE Act is not a done deal yet, but it makes sense to watch it closely because it could affect everything from RMDs to inheritances.
November 6, 2019
Wealthy? Potential Social Security Changes to Watch Out For
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Wealthy? Potential Social Security Changes to Watch Out For

The program is under pressure, and lawmakers are considering a handful of strategies to shore it up. Some could have big impacts ... especially on the…
September 17, 2019
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Five Common Pitfalls of Sudden Wealth
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Five Common Pitfalls of Sudden Wealth

Coming into a large amount of money, especially when it arrives in the form of an inheritance, can trigger a wave of emotions. If you're not prepared,…
June 24, 2019
4 Steps to Maximize Your Executive Compensation
Table: Breakdown of Income and Taxes Paid by Category
retirement

4 Steps to Maximize Your Executive Compensation

With their many moving parts, compensation plans come with many possible options and decisions. Making the right moves at the right time can mean a bi…
January 25, 2019
3 Ways to Instill Enduring Financial Values in Your Children
retirement

3 Ways to Instill Enduring Financial Values in Your Children

Leading by example is always a good idea, and the earlier you start, the better. These three lessons can get the whole family going in the right direc…
December 10, 2018
Estate Planning Answers for 'Hard' Assets Like Art, Heirlooms
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Estate Planning Answers for 'Hard' Assets Like Art, Heirlooms

Splitting up money is easy. Splitting up an antique car or a vacation home isn't. And unless you plan ahead by answering these three questions, your f…
November 19, 2018
Don't Let Peer Pressure Spoil Your Retirement
Investor Psychology

Don't Let Peer Pressure Spoil Your Retirement

If you try to make your retirement look like the typical picture that comes to mind, you may find yourself dissatisfied, bored or restless. Instead, l…
July 12, 2018
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