Focus Partners Wealth of Westport
Contact Information
-
Address
55 Post Rd W Suite 300, Westport, CT -
Phone
(800) 491-8875 -
Website
focuspartners.com
Location
About Focus Partners Wealth of Westport
Focus Partners Wealth is a financial planner in Westport, CT. The firm provides a wide range of financial services, including wealth planning, wealth management, and specialized planning. They serve individual and institutional clients through various offerings such as family office services, investment planning, and business owner services. Their expertise extends to retirement plan solutions for businesses, CFO services, tax services, and divorce or dispute resolution.
The firm operates with a focus on fiduciary excellence and a client-centered approach. Senior Wealth Advisor Peter Karadimas has served in the advisory field since 2016. Beyond traditional financial management, the team provides lifestyle services by connecting clients with qualified partners and offers educational resources and programs to the community. Their service suite also includes business management, budget services, and institutional investment solutions.
Focus Partners Wealth is known for its dedication to providing high-value solutions and its commitment to being a trusted partner for both individuals and institutions. The firm stands out for its professional approach to helping clients fulfill their long-term financial missions.
As a dedicated financial planner in Westport, CT, Focus Partners Wealth provides comprehensive wealth management and specialized planning solutions.
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