Welcome to Wescoat Wealth Management. Working with clients to help you understand what is truly important to you is our passion. We’re here to support you—the individuals, families, and businesses of the community where my family and I have called home for generations—in your financial planning journey.

We understand that our clients work hard for their money, and we want to put your money to work hard for you. With over a decade in the financial industry, as well as a 20 year career in electrical engineering and in many other roles, experiences, and life lessons along the way, I learned the value of hard work, research, financial planning, and relationship building. We will share and explain our research and information with you and work with you to develop an individualized strategy based on your specific situation. Our core values of client service, building and maintaining strong relationships, understanding what is important to you, and helping you to create, plan, and live out your financial goals serve as the inspiration for our work with you at Wescoat Wealth Management.

As an independent wealth manager, I hold myself to the highest levels of integrity and compliance. It was important to me to be able to do business without proprietary products. I seek to help my clients and their unique situations here in small town America, not the institutional clients on Wall Street. I’ve observed that larger businesses may choose to avoid smaller markets.

At Wescoat Wealth Management, we’ve chosen to partner with LPL Financial, the largest independent broker dealer in the United States as Broker/Dealer and custodian, and Convergence Financial, as Registered Investment Advisor, which provides you collectively with additional layers of customer resources and services such as technology, operations support, compliance, investment research and custodial account support, to name a few. This allows me to focus my time and energy on communicating with and supporting clients and their unique situations here in small town America.

I am thankful to be able to be there for the happy times in your lives—newborns, graduations, marriages, birthdays, and anniversaries, as well as to support you through the tougher times that may require an extra hand. Where are you in your financial journey? What are your financial goals and dreams? If you are not working with a financial advisor that you trust to fully understand your situation and goals. . . Why not? Our analytical process is designed to help you answer these questions—and more, by understanding your story.

We would love to hear from you,
Stacey