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.
