TOP 30 Family offices in Westport, Connecticut
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KT Group - Morgan Stanley
KT Group - Morgan Stanley is a renowned finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a part of the prestigious Morgan Stanley brand, they offer a wide range of financial services and solutions to clients, including wealth management, investment banking, and asset management. With a team of experienced professionals and a commitment to excellence, KT Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals.
The Leapley Group - Morgan Stanley
The Leapley Group at Morgan Stanley is a leading finance institution located in Westport, Connecticut. With a prime address at 500 Post Road East, this renowned institution offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized investment strategies, wealth management solutions, and financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, The Leapley Group at Morgan Stanley is committed to delivering exceptional service and expertise to meet your financial needs.
Caiati Financial Services
Caiati Financial Services is an insurance agency located at 8 Wright Street in Westport, Connecticut, United States. Our mission is to help you take care of your family for generations to come by providing financial planning services to help you reach your unique retirement goals. With over 26 years of experience, our team is dedicated to helping you create, manage, and grow your wealth so you can live life on your terms. Using our Caiati Financial Blueprint™ system, we will work with you to determine your retirement needs and create a personalized plan to help you achieve your ideal retirement. Contact us today at (888) 435-7899 to schedule a meeting and start planning for your financial future.
MNS Wealth Management, LLC
MNS Wealth Management, LLC is a finance institution located at 55 Greens Farms Road in Westport, Connecticut, United States. Specializing in wealth management, our team of experienced professionals provides comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, MNS Wealth Management, LLC is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
JKG Capital LLC
JKG Capital LLC is a leading finance institution located at 55 Post Road West in Westport, Connecticut, United States. Specializing in investment management and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, JKG Capital LLC is the trusted partner for all your financial needs.
Matthew Garnett - Raymond James
Matthew Garnett - Raymond James is a finance institution located at 285 Riverside Avenue in Westport, Connecticut. As part of the prestigious Raymond James network, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice, retirement planning, wealth management, and more. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping our clients secure their financial future. Visit us today to see how we can help you reach your financial goals.
Blueprint Financial Group
Blueprint Financial Group is a premier finance institution located at 19 Ludlow Road in Westport, Connecticut, United States. Specializing in comprehensive financial planning and investment management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Blueprint Financial Group is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Coastal Bridge Advisors
Coastal Bridge Advisors is a distinguished finance institution located at 54 Wilton Road in Westport, Connecticut, United States. With a commitment to providing personalized financial solutions, Coastal Bridge Advisors offers a range of services to help clients achieve their financial goals. Their team of experienced advisors works closely with each client to develop tailored investment strategies and wealth management plans. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Coastal Bridge Advisors is dedicated to delivering expert guidance and support. Visit their office in Westport to learn more about how they can help you secure your financial future.
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Mannino is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, United States. Ross holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ross is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross is committed to helping clients achieve their financial goals.
Crestwood Advisors
Crestwood Advisors is a leading finance institution located at 943 Post Road East in Westport, Connecticut, United States. With a team of experienced financial advisors, Crestwood Advisors offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Crestwood Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust Crestwood Advisors to help you navigate the complexities of the financial world and secure a stable financial future.
Sean Boccuzzi - Wilmington Advisors @ M&T
Sean Boccuzzi - Wilmington Advisors @ M&T is a finance institution located at 371 Post Road East in Westport, Connecticut, United States. With a team of experienced financial advisors, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Sean Boccuzzi - Wilmington Advisors @ M&T offers a comprehensive range of services to meet your needs. Their commitment to excellence and dedication to client satisfaction sets them apart as a trusted partner in financial planning.
Patrick Morrow - RBC Wealth Management Branch Director
Patrick Morrow - RBC Wealth Management Branch Director is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As the branch director, Patrick Morrow oversees a team of wealth management professionals dedicated to providing personalized financial solutions for individuals and businesses. With a focus on wealth preservation and growth, Patrick Morrow and his team offer expert advice and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Patrick Morrow - RBC Wealth Management Branch Director is committed to delivering exceptional service and results.
Cedar Point Financial Services LLC
Cedar Point Financial Services LLC is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Contact us today to learn more about how we can help you secure your financial future.
Bank of America Private Client Advisor Mark Fitzgerald
Bank of America Private Client Advisor Mark Fitzgerald is a prestigious financial institution located at 1 Gorham Island Road in Westport, Connecticut, United States. As a trusted advisor, Mark Fitzgerald provides personalized financial guidance and wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and understanding each client's unique financial goals, the institution offers tailored solutions to help clients achieve their financial aspirations. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Bank of America Private Client Advisor Mark Fitzgerald is committed to providing expert advice and exceptional service to help you navigate the complexities of the financial world.
Perigon Wealth Management
Perigon Wealth Management is a leading financial institution located at 225 Main Street in Westport, Connecticut. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and comprehensive financial planning, we strive to provide our clients with the highest level of service and expertise. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Perigon Wealth Management is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a brighter financial future.
Abby Wolman McElroy, CFP® - Morgan Stanley
Abby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.
YCSW
YCSW, located at 38 Post Road West in Westport, Connecticut, offers test preparation and elite college admissions consulting services. Whether you are looking to increase your chances of gaining admission to a top college or elite university, YCSW is here to help. We provide personalized solutions for each student and family, whether through in-person tutoring at our Westport offices or through national and international online tutoring. Our results-driven services focus on maximizing test scores, identifying strengths, and helping students write compelling college essays. With a focus on simplifying the admissions process, YCSW helps students become successful college applicants and gain admission to competitive schools. Book a call today to discuss your educational goals and learn how we can work together to achieve success.
Chipman Mazzucco Emerson LLC
Chipman Mazzucco Emerson LLC is a trusted law firm located at 44 Old Ridgebury Road in Danbury, Connecticut. With over four decades of experience, our team of attorneys provides comprehensive legal guidance for individuals, families, and businesses throughout Fairfield County and Western Connecticut. We pride ourselves on offering high-quality, responsive service to every client, no matter how complex their legal situation may be. Our team of attorneys spans generations and works together to provide tailored solutions for each client. Whether you are a business in need of assistance with contracts, mergers, employment, or commercial real estate, or an individual seeking guidance on estate planning, taxation, probate, or elder law, we have the knowledge and experience to help.
Ward J. Mazzucco - Business, Real Estate, and Litigation Attorney
Ward J. Mazzucco - Business, Real Estate, and Litigation Attorney is a trusted law firm located at 44 Old Ridgebury Road in Danbury, Connecticut. Our team of experienced attorneys provides comprehensive legal guidance for individuals, families, and businesses throughout Fairfield County and Western Connecticut. With over four decades of experience, our lawyers at Chipman Mazzucco Emerson LLC offer high-quality, responsive service to every client. We handle a wide range of legal matters, including business law, contracts, mergers and acquisitions, estate planning, taxation, probate, and more.
Shoreline Therapy Center
Shoreline Therapy Center, located at 120 Post Road West in Westport, Connecticut, offers individual, child & adolescent, and family therapy to the local community. As a part of lower Fairfield County, we are dedicated to providing care to families and collaborating with local practitioners. Our team works together to create customized plans for each client, resulting in meaningful and productive outcomes. With additional offices in Madison and Old Saybrook, we strive to make therapy accessible and effective for all.
Wiggin and Dana LLP
Wiggin and Dana LLP is a prestigious full-service law firm located at 60 Church Lane in Westport, Connecticut. Our team of highly talented and experienced lawyers is committed to exceeding our clients' expectations every day. With offices in Connecticut, New York, Philadelphia, Washington, DC, and Palm Beach, we provide legal representation to clients both nationally and internationally on a wide range of sophisticated and complex matters. Whether we are defending a Fortune 500 company in high-stakes litigation, assisting innovative inventors in bringing new technologies to market, or helping family businesses preserve their wealth, we are dedicated to delivering value-driven solutions and results. As a long-standing member of TerraLex, an international network of 19,000 lawyers at 150 top firms worldwide, we have access to global expertise and local connections to provide seamless service to our clients wherever their legal needs may arise.
Edgar Almanzar - State Farm Insurance Agent
Welcome to Edgar Almanzar - State Farm Insurance Agent located at 765 Post Road in Fairfield, Connecticut, United States. We are a bilingual insurance agency serving the entire states of Connecticut and New York, with a focus on towns such as Fairfield, Norwalk, Westport, Bridgeport, and Stamford. Our mission is to provide you and your family with the right protection at a competitive price, whether in English or Spanish. With over 25 years of experience in the insurance industry, including 11 years representing State Farm, we are dedicated to ensuring your financial future is secure.
Dalila Namy - State Farm Insurance Agent
Dalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.
Saugatuck Nursery School
Saugatuck Nursery School, located at 245 Post Road East in Westport, Connecticut, has been a beloved part of the community for over 50 years. Our preschool offers a warm and nurturing environment for children to learn and grow. We provide a traditional nursery school experience with the option of flexible scheduling for early drop off, lunch bunch, and afternoon enrichment programs. Our experienced teachers follow a curriculum based on the Early Learning Developmental Standards, allowing us to tailor our teaching to the individual needs of each child. Through play-based learning, students are encouraged to reach their full potential and develop important life skills.
Christ & Holy Trinity Preschool
Christ & Holy Trinity Preschool, located at 45 Church Lane in Westport, Connecticut, is a non-profit institution dedicated to providing a nurturing and inclusive learning environment for children aged two through five years old. Fully licensed by the State of Connecticut and accredited by NAEYC, our program follows the Reggio Emilia approach to education, encouraging curiosity, collaboration, and problem-solving skills in our young learners. At Christ & Holy Trinity Preschool, we believe in empowering children to become confident, independent, and caring individuals who are capable of making a positive impact on their community and environment. Our curriculum is based on the CT Early Learning and Development Standards, and emphasizes learning through projects and hands-on experiences.
Shoreline Therapy Center
Shoreline Therapy Center, located in Madison, Connecticut, is a health institution dedicated to providing therapy and counseling services that extend beyond the therapist's office and into the client's daily life. With a focus on real, relatable terms and a commitment to sensitivity, care, and privacy, the center offers a range of services including family therapy, individual coaching, and executive functioning support. The center believes in finding the right fit between the individual and therapist and places a strong emphasis on family involvement in the therapy process. Through a team-based approach, clients can work with therapists, family therapists, care coordinators, and connections coaches to address emotional and physical health concerns.
Kristine Gigliotti Therapy
Kristine Gigliotti Therapy is a compassionate institution located at 100 Melrose Avenue in Greenwich, Connecticut, dedicated to providing therapy for teens, adults, and couples. With a warm and supportive approach, Kristine Gigliotti offers transformative growth during times of suffering, helping clients navigate through relationship challenges, self-esteem issues, trauma, grief, and life transitions. Sessions are available in person at offices in Greenwich and Westport, CT, as well as online throughout Connecticut and Florida to accommodate busy schedules. Kristine Gigliotti is a Licensed Marriage & Family Therapist in both Connecticut and Florida, and a member of the American Association of Marriage & Family Therapy. Session costs are $200 per hour for individuals and $250 per hour for couples. Cancellation policy requires a 24-hour notice, with full session fee charged for no shows or less than 24-hour notice. Kristine Gigliotti is also Gottman Trained and EMDR Trained, with a Masters in Marriage & Family Therapy from Fairfield University. Let Kristine Gigliotti Therapy empower and heal you, providing insight, confidence, and tools to navigate life in a healthy manner.
Shari E. Goldstein Ph.D. Personal and Marriage Counselor
Shari E. Goldstein Ph.D. is a highly experienced personal and marriage counselor located in Westport, Connecticut. With a focus on providing compassionate and effective therapy, Dr. Goldstein offers individual and couples counseling to help clients navigate through life's challenges and improve their relationships. Her office is conveniently located at 131 Kings Highway North, providing a comfortable and welcoming environment for clients to seek support and guidance. Whether you are facing personal struggles or looking to strengthen your marriage, Dr. Goldstein is dedicated to helping you achieve mental and emotional well-being.
Czuczka Peter S MD
Czuczka Peter S MD is a doctor's office located at 1563 Post Road East in Westport, Connecticut, United States. This institution provides comprehensive and compassionate medical care for infants, children, and adolescents. With a team of experienced physicians, physician assistants, nurses, and staff, they offer state-of-the-art medicine in a welcoming environment dedicated to the health and well-being of families. They offer a range of services including vaccines for the flu, COVID, and RSV, as well as well visits and urgent care appointments. The team at Czuczka Peter S MD is committed to providing personalized, attentive care to all patients, ensuring that families feel supported and cared for. With a focus on building relationships with patients and their families, this institution has been a trusted provider of pediatric care in the community for 50 years. If you are looking for a knowledgeable, compassionate, and reliable pediatrician for your child, Czuczka Peter S MD may be the right choice for your family.
Kristin O'Brien, LCSW
Kristin O'Brien, LCSW is a health institution located in Westport, Connecticut, United States. As a licensed clinical social worker, Kristin O'Brien provides professional counseling services to individuals seeking support for mental health issues, relationship problems, and life transitions. With a compassionate and personalized approach, she helps clients navigate challenges and develop coping strategies to improve their overall well-being. Kristin O'Brien is dedicated to promoting mental health awareness and fostering a safe and supportive environment for all clients.
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