Providing financial clarity across the nation and in your local area.

Westport, Connecticut

Private Wealth Management & Financial Planning in Westport

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local knowledge. all in-house.

About the Westport Team

Our Westport team is a trusted partner for a select group of individuals and families seeking to preserve and grow their wealth with confidence. Each member of our team brings different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We prioritize integrity, discretion, and enduring relationships—working closely with our clients to deliver personalized guidance and solutions that stand the test of time. Our goal is not just to manage wealth, but to help secure legacies for generations to come.

Contact Westport Team

10 Wright St
1st Floor
Westport, CT 06880

(203) 255-0222

services offered

  • Comprehensive Wealth Management

  • Investment Management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

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Meet your team

  • Derech Bachmann Wealth Advisor headshot

    Derech Bachmann

    Wealth Advisor

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  • Alexandra Benas Business Development Senior Manager headshot

    Alexandra Benas

    Business Development Senior Manager

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  • Jeffrey Corliss Managing Director headshot

    Jeffrey Corliss

    CLU®, ChFC®, CASL®, CFP®

    Managing Director

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  • Elena DiMiceli Senior Wealth Advisor headshot

    Elena DiMiceli

    Senior Wealth Advisor

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  • Thomas Mayper Senior Wealth Advisor headshot

    Thomas Mayper

    MBA, CIMC®

    Senior Wealth Advisor

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  • Omar Qureshi Managing Director, Head of Office headshot

    Omar Qureshi

    CIMA®, CPWA®

    Managing Director, Head of Office

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  • Nicholas Ramstetter Wealth Advisor headshot

    Nicholas Ramstetter

    Wealth Advisor

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  • Eric Young Director, Operations headshot

    Eric Young

    Director, Operations

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  • Jennifer Brucato Associate Financial Planner headshot

    Jennifer Brucato

    Associate Financial Planner

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  • Ashleigh Hollander Client Service Associate headshot

    Ashleigh Hollander

    Client Service Associate

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  • Peter Kibbe Associate Director headshot

    Peter Kibbe

    Associate Director

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  • Cathy Lubner Director headshot

    Cathy Lubner

    Director

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  • Ula Madra Associate Director headshot

    Ula Madra

    Associate Director

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  • Stacie Mookas Executive Director headshot

    Stacie Mookas

    Executive Director

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  • Thomas Yao Director of Investments headshot

    Thomas Yao

    MBA

    Director of Investments

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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