Westcott Associates specializes in marketing, digital media and communications for financial services firms and professionals. Our extensive knowledge of this industry draws upon years of working with financial advisors, RIAs, broker-dealers and firms of all sizes. 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 50 top wealth management firms nationwide. Our combination of award-winning design, writing, media and production services assist you in establishing your brand with impact.
Working closely with strategic partners, such as Sanctuary Wealth and The RIA Works, we have developed a tactical marketing roadmap for select advisor teams seeking to become independent or to transition their business to gain more control of their firm. We help teams develop and execute a marketing strategy to inspire growth and market visibility for attracting and retaining leading advisors to their platforms.