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.