At Westport Resources, we understand that our client’s retirement and investment planning must be carefully coordinated, with great attention paid to getting the best return possible, while also mitigating risk. We go beyond looking solely at returns and seek to truly understand our client’s total financial picture. In our view, meeting financial priorities, achieving realistic targets and being able to sleep at night are our foremost priorities.
We provide a broad range of services to best help you achieve your financial goals:
Through our relationship with clearing firm Pershing LLC, we offer a vast and comprehensive array of brokerage services. Our execution capabilities range from buying and selling equities, bonds, mutual funds and exchange-traded funds to planning and executing options and hedging strategies. We offer most of the products and services offered by Pershing with the invaluable benefit of the expertise and guidance of our own Professional Affiliate brokers.
We offer a full range of plans which include, Corporate and Individual 401(k)s, 403 (b)s, Pension and Profit-Sharing, Fixed and Variable Annuities, as well as Traditional, Roth, SEP, and SIMPLE IRAs, making sure the retirement program we select works best with your needs and lifestyle, and that it is strategically evaluated and properly executed.
College Education Funding
Westport Resources offers access to popular programs such as 529 Plans or can establish College Funding Programs to help optimize your children’s or grandchildren’s college funds when they need them.
Corporate Advisory Services
Westport Resources offers specialized programs for current or former corporate executives or their family members that hold options or large positions in corporations. We facilitate a Corporate Options Exercise Program to help clients hedge concentrated positions and to borrow money to exercise options.
Risk Containment Services
Risk containment is about more than insurance. It’s about devising and implementing systems to protect your businesses and assets from undue risks. Whether you are protecting an art collection, a theatre production, a yacht or any kind of business or personal situation, we design a protection program to make sure your risk is property contained. Through our strategic alliances we offer a full range of life and disability insurance.
At Westport Resources, we strategize a well thought-out plan to manage your cash so it will work hard for you and be accessible when you need it. We offer money market funds with check-writing privileges, credit and debit cards as well as a wide array of lending services.
“The cornerstone of Westport Resources is the attentive follow-up we provide when you become our client. The process does not end because we have made some investment decision to set up your portfolio. This is only the beginning…”