Stellation Asset Management Inc

Ayrshire Capital Management is a trusted and independent investment management firm located in Westport, CT. They offer a comprehensive investment strategy and philosophy, tailored to meet the unique needs of their clients. With a dedicated management team and effective client communications, Ayrshire Capital Management strives to provide exceptional service and guidance to their clients, ensuring their financial goals are met.Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Coastal Bridge Advisors is an independent wealth management and investment advisory firm with locations in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm is dedicated to providing personalized financial solutions for individuals, families, business owners, and institutions, including retirement plans, endowments, foundations, and nonprofits. With a team of highly credentialed professionals, Coastal Bridge Advisors operates under the fiduciary standard, ensuring that clients' best interests are prioritized at all times. The firm emphasizes a holistic approach to financial planning, tailoring strategies to help clients achieve their goals and live their dreams. Generated from the website