Your Trusted Financial Advisors in Westport Connecticut
It is no secret that the business of wealth management in Westport, CT starts with client engagement. We all know how hard it is to go out, develop future relationships and win new clients’ business and trust. We are a client-centric and an advisor-centric organization.
At Clapboard Hill, we are advisors advising advisors to help build their careers. We are not a platform or an aggregator that solely provides compliance, back office, or any other so called “solution” to help enhance your business. We are in the trenches directly with you daily, trying to build our own book of business and fortifying existing and new client relationships.
We are with you every step of the way as you grow your business. You won’t find any practice management coaches or 4-hour seminars here, rather a collective group of advisors asking one question… “What can I do for my clients today?”
Please contact us to start a conversation on how we can work together.