Explore Financial Advisors Serving Westport, CT

Iridian Asset Management specializes in mid-cap equity strategies for institutional investors. Our value-oriented approach identifies undervalued companies undergoing corporate transformation, leveraging over 30 years of proven investment expertise. We deliver tailored solutions through rigorous research and risk management frameworks.

Newpointe Wealth provides retirement planning, tax-efficient investment management, and estate planning services for high-net-worth individuals aged 55+. We deliver personalized financial strategies through a fiduciary framework, combining advanced analytics with one-on-one advisory to ensure long-term wealth sustainability and legacy protection.

Castlekeep Investment Advisor provides independent, personalized wealth management solutions for high-net-worth individuals and families. Specializing in discretionary portfolio management and investment advisory services, we combine global resources with a client-centric approach to create tailored financial strategies. Our unique Roundtable Approach facilitates collaboration among clients' trusted advisors to ensure comprehensive financial planning.