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Westport Wealth Management

Your financial life. It’s a marathon, not a sprint.

Wherever you are on your life’s journey, we are ready to partner with you. Helping you build and enjoy the life you want is our focus, and we pride ourselves on the strength of the relationships we build with our clients and our team.

Like you, we are parents, siblings, spouses, friends, and community members so we understand the challenges you face. Whether you’re preparing to send your children off to college, looking to retire, going through a divorce, starting – or selling – your business, we are here beside you, every step of the way.

Westport office.

Wealthspire Westport

274 Riverside Avenue
Suite 101
Westport, CT 06880

(212) 973-1200

Get in Touch Today

Financial Guidance to Help You Make Sound Decisions

Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family

Our Westport Team

Michael Delgass, J.D.
Michael Delgass, J.D.

Managing Director

Catherine Gomez
Catherine Gomez

Senior Client Service Associate

Anne Melewski
Anne Melewski

Administrative Assistant & Special Projects Coordinator

Oliver Pursche, AAMS®, CEPA
Oliver Pursche, AAMS®, CEPA

Senior Vice President

Martha Staniford
Martha Staniford

Managing Director

Richard Yam, J.D.
Richard Yam, J.D.

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Special Foundation Legal Fund logo
Museum of Contemporary Art logo
Quick Center for the Arts logo
Exit Planning Exchange logo

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