Westport
Discover personalized wealth management with Focus Partners Wealth, your Westport financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Westport
55 Post Rd W
Suite 300
Westport, CT 06880
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located along the Long Island Sound, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Westport Team
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Joseph McBride
Senior Wealth Advisor
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Melissa Ciotoli
CFP®, CDFA®
Senior Wealth Advisor
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Joshua Goldberg
CFP®
Senior Wealth Advisor
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Peter Karadimas
Senior Wealth Advisor
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Jeffrey Mastrianna
CFP®
Senior Wealth Advisor
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Skyler Spitz
Associate Wealth Advisor
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Raphael Feigenbaum
Wealth Advisor
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Caroline Keenan
Wealth Advisor
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Karen Lexow
CFP®
Institutional Consulting Analyst
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Jeffrey Darien
Regional Vice President
Enjoy some of our latest resources
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June 22, 2026
Education Planning for High-Net-Worth Families in a Changing Student Loan Landscape
Navigate the 2026 student loan changes with confidence. Discover how to optimize education funding, tax strategies, and legacy planning for your family.
Read the article -
June 16, 2026
Designing Your New Life in Retirement
Discover how to turn retirement into your most meaningful chapter yet.
Watch the video -
June 16, 2026
What the Return of the IPO Means for Investors
Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you.
Read the article