# Westport Wealth Partners > Wealth advisors in Westport, CT affiliated with Raymond James Financial Services: business exit planning, financial planning and wealth management for business owners and families in Fairfield County. Westport Wealth Partners serves Westport, Fairfield County. Services: Annuities and Retirement Income, Business Exit Planning, Employee Retirement Plans, Estate Planning, Financial Planning, Investment Banking, Risk Management, Tax Mitigation Strategies, Wealth Management. Phone: +1-203-298-1834. Address: 19 Ludlow Rd, Suite 202, Westport, CT 06880. Each link below is the markdown version of the page; the HTML page at the same URL without .md is canonical. Content as of 2026-11-07. ## Services - [Annuities and Retirement Income Planning Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/services/annuities-retirement-income/index.md): Scott Kelly explains how fixed indexed annuities work, what they cost, and when he recommends them, and when he doesn't. 26 years of retirement income planning in Fairfield County. - [Business Exit Planning Connecticut | CEPA® Advisors | Westport Wealth Partners](https://westportwealthpartners.com/services/business-exit-planning/index.md): Connecticut business owners: understand your EBITDA multiple, close your wealth gap, and plan the exit before the buyer is at the table. CEPA®-credentialed advisors in Fairfield County. - [Employee Retirement Plans Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/services/employee-benefits-retirement-plans/index.md): 401(k), profit sharing, and defined benefit plans for businesses of any size that invest in their people. - [Estate Planning Westport CT | Westport Wealth Partners](https://westportwealthpartners.com/services/estate-planning/index.md): Estate planning coordinated with wealth management and business exit planning, not handled in a separate silo. Raymond James does not provide legal services. - [Financial Planning Westport CT | Are You On Track? | Westport Wealth Partners](https://westportwealthpartners.com/services/financial-planning/index.md): Nick DiFalco builds financial plans around the personal balance sheet, every asset, liquid and illiquid. APMA® CEPA® wealth advisor answering the question most advisors don't: are you actually on track? - [Investment Banking for Business Owners CT | Westport Wealth Partners](https://westportwealthpartners.com/services/investment-banking/index.md): 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. - [Risk Management Wealth Advisor Fairfield County CT | Westport Wealth Partners](https://westportwealthpartners.com/services/risk-management/index.md): 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. - [Tax Strategies Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/services/tax-mitigation/index.md): Coordinate tax strategies across income, capital gains, and estate, working alongside your CPA in Fairfield County. Raymond James does not provide tax or legal services. - [Wealth Management Fairfield County CT | Westport Wealth Partners](https://westportwealthpartners.com/services/wealth-management/index.md): Portfolio management built around the complete financial plan, not a standalone investment account. Fairfield County, CT. ## Who We Serve - [Financial Advisor for Business Owners Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/business-owners/index.md): CEPA®-credentialed financial planning for Connecticut business owners: exit planning, tax, wealth management, employee retirement plans, and estate planning. - [Financial Advisor Corporate Executives Fairfield County CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/corporate-executives/index.md): Equity compensation, deferred comp, concentrated stock, and retirement planning for Fairfield County corporate executives. - [Wealth Management Families Fairfield County CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/families-individuals/index.md): Multi-generational wealth planning, estate coordination, and comprehensive financial planning for high-net-worth families in Fairfield County. - [Financial Advisor Healthcare Practice Owners CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/healthcare-practice-owners/index.md): DSO and PE acquisition evaluation for Connecticut physicians and dentists, with Raymond James investment banking access. - [Financial Advisor Manufacturing Business Owners CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/manufacturing-business-owners/index.md): Strategic buyer vs PE vs ESOP analysis for Connecticut manufacturing and industrial business owners. CEPA® advisors in Fairfield County. - [Financial Planning Pre-Retirees Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/pre-retirees/index.md): Are you actually on track? Income replacement, Social Security timing, Roth conversions, annuity planning, and retirement income planning for Connecticut pre-retirees. - [Wealth Advisor PE & Hedge Fund Professionals | Fairfield County CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/private-equity-hedge-fund-professionals/index.md): Carried interest coordination, GP stakes, and CT tax planning for PE and hedge fund professionals in the Westport-Greenwich corridor. - [Financial Advisor Professional Services Owners CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/professional-services-owners/index.md): Partnership equity valuation, buyout mechanics, and external acquisition planning for Connecticut professional services firm owners. - [Financial Advisor Real Estate Investors CT | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/real-estate-investors/index.md): 1031 exchange coordination, depreciation recapture planning, DST, and estate strategy for Fairfield County real estate investors. - [Financial Advisor Tech Founders Connecticut | Westport Wealth Partners](https://westportwealthpartners.com/who-we-serve/technology-founders/index.md): ISO/NSO planning, equity concentration, and liquidity event financial planning for Connecticut tech founders and executives. ## About - [About Westport Wealth Partners | CEPA® Advisors | Westport CT](https://westportwealthpartners.com/about/index.md): Three-partner wealth advisory team in Westport, CT. Nick DiFalco and Scott Kelly built their practices at Ameriprise; Matt Streif brings over two decades of experience at Morgan Stanley and UBS. Dual CEPA® credentials. - [Matthew T. Streif CEPA® | Wealth Advisor Westport CT | Westport Wealth Partners](https://westportwealthpartners.com/about/matthew-streif/index.md): Matthew T. Streif, CEPA® is a Managing Partner at Westport Wealth Partners specializing in business exit planning and financial planning for Connecticut business owners. - [Nicholas DiFalco APMA® CEPA® | Wealth Advisor Westport CT](https://westportwealthpartners.com/about/nicholas-difalco/index.md): Nicholas DiFalco, APMA®, CEPA® is a Managing Partner at Westport Wealth Partners, Westport CT. Portfolio management, financial planning, business exit planning. - [Scott E. Kelly | Wealth Advisor Westport CT | Westport Wealth Partners](https://westportwealthpartners.com/about/scott-kelly/index.md): Scott Kelly is a Managing Partner at Westport Wealth Partners: 26 years in financial services, specializing in retirement income, annuities, and employee retirement plans for Fairfield County. - [Contact Westport Wealth Partners | Schedule a Conversation](https://westportwealthpartners.com/contact/index.md): Schedule a complimentary conversation: 19 Ludlow Rd, Suite 202, Westport, CT 06880 | 203.298.1834. No fee. No obligation. ## Pages - [Westport Wealth Partners | Wealth Management & Business Exit Planning](https://westportwealthpartners.com/index.md): Westport, CT wealth advisors: business exit planning, comprehensive financial planning and wealth management for business owners and families across Fairfield County. - [Website Privacy and Analytics Notice | Westport Wealth Partners](https://westportwealthpartners.com/privacy/index.md): What westportwealthpartners.com collects when you visit, how it is used, and the analytics services the site uses (Google Analytics and Microsoft Clarity).