Which Financial Advisor Should You Choose in Westport, CT?

Newpointe Wealth provides comprehensive retirement planning and wealth management services for high-net-worth individuals. Our fiduciary advisors specialize in tax-efficient investment strategies, estate planning, and personalized financial roadmaps for retirement. We combine advanced planning technology with personalized service to help clients achieve financial confidence.

Castlekeep Investment Advisor is an independent financial advisory firm serving high-net-worth individuals globally. Founded in 2000 in Westport, Connecticut, we provide customized wealth management solutions without selling proprietary products. Our unique Roundtable Approach coordinates clients' financial advisors to create comprehensive strategies.

Iridian Asset Management Asset Management is a value-oriented equity manager specializing in mid-cap U.S. equities. Since 1991, we have employed a proprietary 'private business value' strategy to identify companies undergoing corporate change. Our employee-owned structure ensures alignment with institutional clients seeking long-term capital appreciation.

Harbor West delivers customized financial planning and wealth management solutions for individuals and businesses. We specialize in retirement planning, tax strategies, and navigating life transitions through personalized financial roadmaps. Our experienced team combines market expertise with a fiduciary responsibility to prioritize client interests.