Westcott Associates

Westcott Associates specializes in marketing, media and communications for financial services professionals. Our extensive knowledge of this industry draws upon years of working with financial advisors, RIAs, broker-dealers and large financial institutions. This strong foundation sets us apart from our competitors who are often less familiar with the sophisticated work you do for your clients. Founded in 2010 as a boutique marketing firm, we have helped launch and brand or rebrand more than 40 top wealth management firms nationwide with award-winning design, writing, media and production services. Working closely with strategic partners, such as The Orchid Alliance and The RIA Works, we have developed a tactical marketing roadmap for elite advisor teams seeking to become RIAs or to transition their business to gain more control of their firm. We help teams develop a marketing strategy to inspire growth and market visibility and to attract and recruit leading advisors to their platforms. We are committed to securing a thorough understanding of your business, clients, specialties and philosophy, and applying our knowledge, expertise and talents to create bespoke marketing, media and communications that expand your firm’s reach. We are not an agency and we do not seek volume business. We believe in customizing your communications. We are committed to working closely with you to do customized marketing of superior quality that aligns with your business and tells your story. We tailor our services to promote the strengths and advantages you deliver to your clients. Our success is due to our creativity and innovation as well as our knowledge and expertise in the financial services area. We are the best at what we do.

Address: 1 Cliffside Lane, Bedford Corners, New York 10549, USA

Phone: +1 914 241 2347
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