The advisor listed is an Ameriprise financial advisor in Westport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I work with high net worth and multigenerational families on helping implement strategies looking to preserve and enhance their wealth. With a foundation of financial planning and working together, I help you implement principles of value investing to meet or exceed clients' expectations. We employ a proprietary discovery process allowing us to implement strategies that mitigate risk and tax issues to ensure your lifestyle and preserve multigenerational wealth.