Our Westport office, located along Connecticut’s picturesque Saugatuck River, has served the local region for more than 20 years. With over a century of combined experience advising wealthy individuals and families, the Westport team offers a range of customized wealth planning, investment management and financial planning services. In addition, the office provides clients with convenient local access to BNY Mellon’s extensive global resources, delivered through dedicated, personal relationships.
Get in touch and put our experienced Westport-based team to work on your behalf.
Our Westport Team
Regional Director- Private Banking
Send us an email and we’ll schedule a call that works for you.