The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest. Our firm traces its roots back to the early 1990’s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients... Read More about Clapboard Hill Private Wealth

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westport, CT area, Karen Goersch will take the time to understand you and your goals, as well as those changing... Read More about Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC

The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We apply a common methodology to each unique client using our “4 E’s” approach: Envision: Understand your goals. Establish: Create a roadmap toward those goals. Evaluate: Analyze the current economic environment, discuss developing themes in consideration of investments, review the cost of securities and... Read More about Robertson Stephens Wealth Management, LLC - Westport

Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice.

Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and their families. With a focus... Read More about William Thrush - Robertson Stephens Wealth Management, LLC