3 advisors with offices in Westport. Credentials, fee structures, and minimums are disclosed on each listing.
Westport, Connecticut
Hightower Signature Wealth's Westport office provides investment management and wealth guidance to individuals and families. Operating as part of the Hightower platform, the firm offers personalized advisory services alongside access to private market opportunities and estate planning. The team emphasizes a collaborative approach focused on client relationships and legacy planning across generations.
View detailsWestport, Connecticut
Raymond James & Associates is an investment advisory firm in Westport, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.
View detailsWestport, Connecticut
Wealthspire is an investment advisory firm in Westport, Connecticut. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsAdvisors serving Westport specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.