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.

About Us

Letter from David Westcott

Dear Friends, Colleagues and Clients,

Since 2010, we have focused on providing extraordinary financial advisors with the means to develop customized marketing and communications for their clients and prospects. Our years of experience with large institutions such as Smith Barney, Morgan Stanley and Citigroup honed our skills and gave us a deeper understanding of advisor needs.

The financial services industry continues to evolve, but one constant remains: Growth is key to success. Nimble firms must stay ahead of the pack and distinguish themselves to succeed. Our branding, marketing and media services provide the critical element in achieving that goal and helping advisor firms thrive as they transition to the next phase of their business strategy.

We are grateful to our clients and colleagues for their support and we look forward to continuing to serve them with quality and excellence.

Regards,

David C. Westcott
President & CMO
Westcott Associates

Philosophy

Philosophy

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.

Our Team


What We Do

You make the move to independence. We’ll make it seamless and successful.

There is a mind-boggling number of tasks involved when making the move to an independent practice, the most important is to secure the wide range of required resources — from a trading platform, access to products and services to legal, administrative, tax and even real estate support. It’s vital to ensure that you identify providers equipped to meet your specific needs, including the professional marketing expertise of a team that knows your industry.

Beyond logistical and practical responsibilities, when you’re in the midst of transitioning and launching a new firm and a new brand identity, you need to show your commitment to client engagement and proactive problem-solving. In addition to prospecting for new clients and building your book, you need to convince your current clients that their assets will be better off if they follow you.

The right brand for your firm.

Going independent doesn’t mean going it alone. We have the experience to help you create a solid, recognizable and impressive brand — from naming and identity to positioning and communications strategy — so your new practice is successful from Day One.

To find business, business needs to find you.

These days marketing isn’t about driving clients to where you are — it’s about reaching out to them where they are. With major financial firm experience, we know what it takes to create polished, refined and expressive print, online, video and social marketing materials that get clients and prospects off the fence and onto your book.

Our Work

Westcott Associates has worked with dozens of large and small advisor firms. Below are a few samples of our branding work.

Identity

Our identity process is systematic, creative and comprehensive. It begins with your messaging and seeks to identify your unique selling proposition. Once an identity is found, we research trademarks and possible conflicts to your name. Once approved, we help you trademark your new identity.

Logos

Our award-winning artists have developed dozens of original logos uniquely customized to each of the businesses they represent.

Print Materials

We help brand your business from your business cards and stationery to your capabilities brochure, product and profile sheets.

Video/Animation

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