You've built something. You've spent years, maybe decades, building it, improving it, protecting it. Now you're starting to think about what comes next.
Most financial advisors can tell you what to do with money after a liquidity event. We can help you plan for the event itself, understand what variables matter most to buyers as they value a private business, and build a comprehensive financial life around what comes next.
That's what we do.
What We Do
Business Exit Planning
Understanding what your business is worth, what metrics outside buyers focus on, and how to position it for the transition you want, years before you need to act.
Learn More 02Financial Planning
A structured plan that coordinates investments, tax strategy, estate planning, and business planning into one clear picture.
Learn More 03Wealth Management
Portfolio construction integrated into a comprehensive financial planning process.
Learn More 04Annuities & Retirement Income
Structured income solutions and annuity strategies for clients focused on income certainty in retirement.
Learn More 05Employee Retirement Plans
401(k), profit sharing, and defined benefit plans for businesses of any size that invest in their people.
Learn More 06Tax Mitigation Strategies
Coordinated strategies designed to help reduce your tax exposure across income, capital gains, and estate, working alongside your CPA.
Learn More 07Investment Banking
New York and Connecticut business owners have access to Raymond James investment banking as well as a network of vetted boutique investment banking firms, coordinated alongside your personal financial plan.
Learn More 08Estate Planning
Estate planning coordinated with wealth management and business exit planning, not handled in a separate silo. Raymond James does not provide legal services.
Learn More 09Risk Management
A strong financial plan isn't just about growing wealth. It's also about preserving it. We help evaluate the risks that could disrupt your financial goals and implement strategies designed to safeguard your family, income, assets, and legacy.
Learn MoreOur Team
Westport Wealth Partners was intentionally built to provide clients with the benefit of multiple advisors, each bringing distinct experience and expertise to the planning process. Our team combines strengths in retirement income planning, investment management, tax planning, business owner planning, and asset preservation to help clients navigate increasingly complex financial decisions.
When specialized guidance is needed, whether related to estate planning, business succession, lending solutions, or advanced planning strategies, we coordinate with the appropriate Raymond James resources to help ensure every aspect of your financial life is considered. The result is a more thoughtful and comprehensive planning experience designed to help you make confident decisions.
Who We Work With
We work best with clients whose financial lives have real complexity, people for whom "invest my savings" is a fraction of the actual challenge.
Frequently Asked Questions About Westport Wealth Partners
Westport Wealth Partners specializes in business exit planning, comprehensive financial planning, and wealth management for high-net-worth individuals and business owners in Fairfield County, Connecticut and the greater NYC Metro area.
CEPA® stands for Certified Exit Planning Advisor, a specialized credential for financial advisors who help business owners plan and execute transitions from their business. Two of the three managing partners (Nicholas DiFalco and Matthew Streif) at Westport Wealth Partners hold this designation, which involves training in what factors drive business valuation, differing ways to transition business ownership, tax strategy coordination, and post-sale financial planning specific to business owners.
We'd start with a full picture of the business: what it's worth today, what a realistic exit looks like, and what the personal financial plan needs to be on the other side. If your parent has been using the business as the primary vehicle for building wealth, and most Connecticut business owners have, the transition from active business income to personal investment income requires planning that many general financial advisors aren't positioned to provide. We're a good starting point for that conversation.
We have similar resources to UBS and Morgan Stanley through our affiliation with Raymond James and access to their entire platform, including research, investment banking, trust services, and lending. The difference is independence. As an independent practice we also have the agency to use third party software and services wherever they add value for a client, rather than working from a single firm's approved menu. For business owners and high-net-worth families whose situations have real complexity, that flexibility is often what makes a fully coordinated plan possible.
Westport Wealth Partners operates as an independent practice that leverages Raymond James' platform, resources, and investment banking capabilities.
The practice primarily works with business owners considering or planning an exit from their business, high-net-worth individuals and families, corporate executives with complex compensation structures, and finance professionals in Fairfield County and Westchester County. People looking to have confidence regarding their retirement with income solutions. The practice is designed for clients who want comprehensive planning, not just investment management.
Yes. Westport Wealth Partners offers a complimentary initial conversation to understand your situation, your goals, and whether the practice is a fit for your needs. There is no fee and no obligation for an initial meeting.
Yes. The team builds comprehensive financial plans that integrate business exit planning, tax strategy coordination with a CPA, estate planning, and investment management for clients who want all areas of their financial life addressed together. Raymond James does not provide tax or legal services; the team coordinates these areas with clients' CPAs and attorneys.
This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision and it does not constitute a recommendation. Any opinions are those of the author, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.
Tax laws, deal structures, legal agreements, valuation methods, and market conditions are complex and subject to change. You should consult your own qualified tax advisor, attorney, and financial professional before making any investment decision. Raymond James and its financial advisors do not provide tax, legal or business valuation advice.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.