Westport Wealth Management

sunset on a marina

WESTPORT, CONNECTICUT

Wealthspire Westport

274 Riverside Avenue
Suite 101
Westport, CT 06880

(212) 973-1200

Your Partner in financial planning and wealth management solutions

In Westport, our team excels in addressing the unique financial narratives of a diverse and highly educated clientele. From physicians and finance professionals to widows, divorcees, and business owners, we pride ourselves in creating financial solutions that reflect your financial goals and aspirations. Align our wealth management services with your personal and career milestones to steer you towards your desired future. Safeguarding and nurturing your financial plan is not just our commitment—it’s our passion.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

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

GET IN TOUCH TODAY

Our Westport Team

Michael Delgass, J.D.

Managing Director

An advisor and head of our Northeast region, Mike uses...

Matt Giambazi

Client Service Associate, Office Manager

Matt serves as a Client Service Associate and Office Manager...

Catherine Gomez

Client Service Associate

Catherine serves as a Client Service Associate in the firm’s...

Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Gail serves as an advisor, working with clients to develop,...

Uliana Michaelis, CFP®

Vice President

Joining the firm in 2018, Uliana currently serves as an...

Oliver Pursche, AAMS®, CEPA

Senior Vice President

Oliver serves as an advisor based in the firm’s Westport,...

Martha Staniford

Managing Director

Martha joined the firm in early 2003. She serves as...

Matthew Wilson

Trust Administrator

Matt serves as a Trust Administrator and is based in...

Richard Yam, J.D.

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

Based in our New York City office, Rich serves as...

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.

SELF Special Education Legal Fund
Museum of Contemporary Art Westport
Fairfield University QuickCenter for the Arts
Exit Planning Exchange Tri-State

Our Latest News & Content

fiduciary responsibility nonprofit organization
Wealth Management, Finance & Investing Blog

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations play an instrumental role in …