As Principal and Senior Financial Advisor, Sandy Goodstein provides expert financial planning and wealth management services to Wescott’s clients. Working with the firm’s multi-disciplined Client Services Team, she is responsible for establishing and maintaining client relationships, providing financial planning and investment advice, retaining and increasing client assets under management and supporting Wescott’s Sales and Marketing teams in the acquisition of new client business. She also serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design. San