Westport Wealth Partners | Raymond James
Services
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. Financial Planning A structured plan that coordinates investments, tax strategy, estate planning, and business planning into one clear picture. Wealth Management Portfolio construction integrated into a comprehensive financial planning process. Annuities & Retirement Income Structured income solutions and annuity strategies for clients focused on income certainty in retirement. Employee Retirement Plans 401(k), profit sharing, and defined benefit plans for businesses of any size that invest in their people. Tax Mitigation Strategies Coordinated strategies designed to help reduce your tax exposure across income, capital gains, and estate, working alongside your CPA. Investment 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. Estate Planning Estate planning coordinated with wealth management and business exit planning, not handled in a separate silo. Raymond James does not provide legal services. Risk 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.
Who We Serve
Business Owners Your business equity is the largest asset on your personal balance sheet. What it’s worth and how to plan for an eventual exit is the question. That's where we start. Private Equity & Hedge Fund Professionals Concentrated wealth in illiquid interests, complex compensation structures, and a tax landscape that requires active planning. We understand your world. Technology Founders Your equity is concentrated. A liquidity event is coming, and the financial plan has to start somewhere. It should start before the transaction, not after. Real Estate Investors Most of your net worth is locked in hard assets. Converting that into a diversified, income-generating financial life requires planning that goes well beyond a brokerage account. Healthcare Practice Owners Private equity is circling. DSO offers are real. Understanding what your practice is worth, and what comes after a sale, is a financial planning problem that most advisors aren't equipped to address. Manufacturing Business Owners Strategic buyer vs PE vs ESOP analysis for Connecticut manufacturing and industrial business owners. CEPA® advisors in Fairfield County. Professional Services Owners Partnership equity valuation, buyout mechanics, and external acquisition planning for Connecticut professional services firm owners. Corporate Executives Complex compensation, deferred equity, and a financial life that's been perpetually on the back burner while you focused on the job. We build the plan you've been meaning to build. Pre-Retirees Are you actually on track? Income replacement, Social Security timing, Roth conversions, annuity planning, and retirement income planning for Connecticut pre-retirees. Families & Individuals Multi-generational wealth planning, estate coordination, and comprehensive financial planning for high-net-worth families in Fairfield County.
About
About Westport Wealth Partners Three Partners, complementary skill sets, collaboration with outside professionals and a network of Raymond James specialists, a plan tailored to you. Nicholas DiFalco, APMA® CEPA® Accredited Portfolio Management Advisor℠ and Certified Exit Planning Advisor. Focuses on portfolio management, business owner planning, and helping clients understand the full picture of their financial options. Matthew T. Streif, CEPA® Twenty-one years in financial services. Certified Exit Planning Advisor. Specializes in business exit planning, business valuation, and comprehensive financial planning for Connecticut business owners. Scott E. Kelly, Managing Partner Specializes in structured income solutions and annuity strategies for clients focused on income certainty in retirement.
About
Services
Who We Serve
Contact
19 Ludlow Rd, Suite 202, Westport, CT 06880 | 203.298.1834 Client Access Schedule a Conversation
Contact

Contact Westport Wealth Partners

First Conversation

What to Expect From the First Conversation

We'll ask about your financial situation: your income, your assets, your business interests, your goals, and what's most on your mind financially. We'll listen. At the end, we'll tell you honestly whether we think we can help, and what that would look like.

No presentation. No product pitch. Just a direct conversation about where you are and what you need.

19 Ludlow Rd, Suite 202, Westport, CT 06880 203.298.1834 westportwealth@raymondjames.com Client Access
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