| Name | Title | Contact Details |
|---|---|---|
Michael Cohn |
General Counsel and Chief Compliance | Profile |
Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm`s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron`s, Forbes, CNBC and Financial Advisor magazine. Our mission is "Achieving Client Goals". Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.
Tavistock Group is an international private investment company founded by British businessperson Joe Lewis. The U.S. headquarters is located in Tavistock House in unincorporated Orange County, Florida.[1] Across the globe, Tavistock Group provides creative capital structured for each investment opportunity and looks to deploy between $25 million to $1 billion behind established businesses which benefit from its capital, flexibility, management expertise and global network of resources.
Colorado Trust is a Denver, CO-based company in the Financial Services sector.
Ampersand Associates is a Atlanta, GA-based company in the Financial Services sector.
Since 1903, Gordon Brothers has helped business owners, investors, and operators move forward through change. We bring a powerful combination of expertise, operational experience, and capital. With services in valuations, dispositions, operations, and investments we can customize solutions on an integrated or standalone basis. We provide rapid solutions and reliable outcomes for clients at all points in the business lifecycle. Whether to fuel growth or facilitate strategic consolidation, we work across industries and around the world to put assets to their highest and best use.