You've built something. You've spent years, maybe decades, building it, improving it, protecting it. Now you're starting to think about what comes next.
Most financial advisors can tell you what to do with money after a liquidity event. Very few can help you plan for the event itself, understand what variables matter most to buyers as they value a private business, and build a comprehensive financial life around what comes next.
That's what we do.
What We Do
Understanding what your business is worth, what metrics outside buyers focus on, and how to position it for the transition you want — years before you need to act.
A structured plan that coordinates investments, tax strategy, estate planning, and business planning into one clear picture. Not just portfolio management.
Portfolio construction and investment management aligned to your overall financial plan — not the other way around.
Coordinated strategies designed to help reduce your tax exposure across income, capital gains, and estate — working alongside your CPA. This is one of the areas clients are most surprised to learn we address. Raymond James does not provide tax or legal services. We coordinate these strategies with your existing advisory team.
Three Partners. Complementary Skill Sets.
Westport Wealth Partners was brought together deliberately. Each partner built a practice with a distinct area of depth, across exit planning, tax strategy, understanding varying types of risk, portfolio management, and structured cash flow. Clients whose situations have real complexity are better served by one coordinated team than by any one advisor working alone, and each partner maintains specialized relationships with different areas of the Raymond James platform. When your situation calls for investment banking, tax coordination, estate planning, or risk management, the right expertise is already part of the team.
Who We Work With
We work best with clients whose financial lives have real complexity, people for whom "invest my savings" is a fraction of the actual challenge.
Frequently Asked Questions About Westport Wealth Partners
Westport Wealth Partners specializes in business exit planning, comprehensive financial planning, and wealth management for high-net-worth individuals and business owners in Fairfield County, Connecticut and the greater NYC Metro area.
CEPA® stands for Certified Exit Planning Advisor, a specialized credential for financial advisors who help business owners plan and execute transitions from their business. Two of the three managing partners at Westport Wealth Partners hold this designation, which involves training in what factors drive business valuation, differing ways to transition business ownership, tax strategy coordination, and post-sale financial planning specific to business owners.
We'd start with a full picture of the business: what it's worth today, what a realistic exit looks like, and what the personal financial plan needs to be on the other side. If your parent has been using the business as the primary vehicle for building wealth — and most Connecticut business owners have — the transition from active business income to personal investment income requires planning that most general financial advisors aren't positioned to provide. We're a good starting point for that conversation.
We have similar resources to UBS and Morgan Stanley through our affiliation with Raymond James and access to their entire platform, including research, investment banking, trust services, and lending. The difference is independence. As an independent practice we also have the agency to use third party software and services wherever they add value for a client, rather than working from a single firm's approved menu. For business owners and high-net-worth families whose situations have real complexity, that flexibility is often what makes a fully coordinated plan possible. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Westport Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. The firm operates as an independent practice that leverages Raymond James' platform, resources, and investment banking capabilities.
The firm primarily works with business owners considering or planning an exit from their business, high-net-worth individuals and families, corporate executives with complex compensation structures, and finance professionals in Fairfield County and Westchester County. People looking to secure their retirement with income solutions. The practice is designed for clients who want comprehensive planning — not just investment management.
Yes. Westport Wealth Partners offers a complimentary initial conversation to understand your situation, your goals, and whether the practice is a fit for your needs. There is no fee and no obligation for an initial meeting.
Yes. The firm builds comprehensive financial plans that integrate business exit planning, tax mitigation strategy coordination with a CPA, estate planning, and investment management for clients who want all areas of their financial life addressed together. Raymond James does not provide tax or legal services; the firm coordinates these areas with clients' CPAs and attorneys.