![]() Mark Schoenbeck senior vice president of business consulting, Kestra Financial |
Summary: Catherine Seeber, a CFP and partner at Wescott Financial Advisory Group in Philadelphia, says that her firm uses the trademarked “Life-Minded Wealth” approach that integrates financial expertise with life expertise into a single advisory service that helps clients see all sides of every financial decision.
![]() Mark Schoenbeck senior vice president of business consulting, Kestra Financial |
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