3 advisors with offices in Westport. Credentials, fee structures, and minimums are disclosed on each listing.
Westport, Connecticut
Hightower Signature Wealth is an investment management firm located in Westport, Connecticut. The firm provides investment management services to clients. Additional details about specialties, fee structure, and team credentials are not available.
View detailsWestport, Connecticut
Raymond James & Associates operates in Westport, Connecticut and serves clients in retirement planning and small business advisory. The firm provides retirement planning services and includes advisors holding the Chartered Life Underwriter (CLU) credential. English-language services are available.
View detailsWestport, Connecticut
Wealthspire is an investment management firm located in Westport, Connecticut. The firm provides financial planning and investment management services to clients. English-language services are available.
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.