Westport Resources Management Inc Information

Westport Resources' Private Client Group works with a select group of individuals, families, municipalities and institutions around the world to provide superior investment strategies and personalized results-oriented solutions. Each of our clients has a dedicated team of Portfolio Managers, Financial Planning Specialists, and Client Service Professionals devoted to the creation and implementation of investment strategies tailored to their risk profile and designed to achieve their planning goals. Learn more about our team here. A good plan evolves with you, and takes into consideration the ever-changing legislative and regulatory landscape. By staying current on important planning topics, holding regular meetings with our clients, and providing regular insights via our commentaries and newsletters, we help our clients reach their goals, even in uncertain times. The first meeting is just the start of a relationship centered on your personal goals and your plan. You will work with your dedicated Financial Planning Specialist to outline and prioritize your financial goals, better understand your risk tolerance, and discuss the planning issues most relevant to you. During our second meeting, you and your Financial Planning Specialist collaborate with our nationally ranked Portfolio Managers to create and implement an investment strategy that best fits your financial goals and risk profile. Each meeting is highly interactive, covering all aspects of financial planning, from creating a cash flow during retirement to multi-generational estate planning, business succession planning and beyond. By providing attention to detail, proactive advice, sound financial strategies, and utmost confidentiality, we provide our clients with a level of service very difficult to find in this day and age. We invite you to take the next step… Please contact the Private Client Group team to schedule your complimentary, confidential, no-obligation consultation.