Westport Wealth Partners | Raymond James
Services
Business Exit & Succession Planning 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. Comprehensive Financial Planning A structured plan that coordinates investments, tax strategy, estate planning, and business planning into one clear picture. Not just portfolio management. Wealth Management Portfolio construction and investment management aligned to your overall financial plan — not the other way around. Tax Mitigation Strategies 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.
Who We Serve
Small to Medium Size Business Owners Your business equity is the largest asset on your personal balance sheet. What it’s worth and how to plan for an eventual exit is the question. That's where we start. Private Equity & Hedge Fund Professionals Concentrated wealth in illiquid interests, complex compensation structures, and a tax landscape that requires active planning. We understand your world. Real Estate Investors & Developers Most of your net worth is locked in hard assets. Converting that into a diversified, income-generating financial life requires planning that goes well beyond a brokerage account. Healthcare Practice Owners Private equity is circling. DSO offers are real. Understanding what your practice is worth — and what comes after a sale — is a financial planning problem that most advisors aren't equipped to address. Technology Founders & Executives Your equity is concentrated. A liquidity event is coming, and the financial plan has to start somewhere. It should start before the transaction, not after. Corporate Executives Complex compensation, deferred equity, and a financial life that's been perpetually on the back burner while you focused on the job. We build the plan you've been meaning to build.
About Services Who We Serve Contact
19 Ludlow Rd, Suite 202, Westport, CT 06880 | 203.298.1834 Client Access Schedule a Conversation

Contact Westport Wealth Partners

Schedule a Conversation
The Westport Wealth Partners office

What to Expect From the First Conversation

We'll ask about your financial situation: your income, your assets, your business interests, your goals, and what's most on your mind financially. We'll listen. At the end, we'll tell you honestly whether we think we can help, and what that would look like.

No presentation. No product pitch. Just a direct conversation about where you are and what you need.

Every general contact form and general contact link on the site routes to the main branch mailbox at westportwealth@raymondjames.com. Inquiries for an individual advisor route to that advisor.

19 Ludlow Rd, Suite 202, Westport, CT 06880
203.298.1834 Client Access

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