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

services offered

  • Comprehensive Wealth Management

  • Investment Management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Insights From Our Team

General Resources

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Meet your team

  • Derech Bachmann Wealth Advisor, Director headshot

    Derech Bachmann

    Wealth Advisor, Director

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  • Alexandra Benas Business Development Manager headshot

    Alexandra Benas

    Business Development Manager

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  • Jeffrey Corliss Wealth Advisor, Managing Director headshot

    Jeffrey Corliss

    CLU®, ChFC®, CASL®, CFP®

    Wealth Advisor, Managing Director

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  • Elena DiMiceli Wealth Advisor, Executive Director headshot

    Elena DiMiceli

    Wealth Advisor, Executive Director

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  • Thomas Mayper Wealth Advisor, Executive Director headshot

    Thomas Mayper

    MBA, CIMC®

    Wealth Advisor, Executive Director

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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, Director headshot

    Nicholas Ramstetter

    Wealth Advisor, Director

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  • Eric Young Director, Operations headshot

    Eric Young

    Director, Operations

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  • Jennifer Brucato Wealth Planner headshot

    Jennifer Brucato

    FPQP, AWMA®

    Wealth Planner

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  • Ashleigh Hollander Client Service Associate headshot

    Ashleigh Hollander

    Client Service Associate

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  • Peter Kibbe Trader headshot

    Peter Kibbe

    Trader

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  • Cathy Lubner Senior Client Service Associate headshot

    Cathy Lubner

    Senior Client Service Associate

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  • Ula Madra Senior Client Service Associate headshot

    Ula Madra

    Senior Client Service Associate

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  • Stacie Mookas Senior Client Service Manager headshot

    Stacie Mookas

    Senior Client Service Manager

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  • Thomas Yao Portfolio Manager headshot

    Thomas Yao

    MBA

    Portfolio Manager

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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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