Emerald Wealth Advisors

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191 Post Rd W
Westport, CT 06880
+1 (203) 221-2623
http://www.emeraldwealthadvisors.com

Emerald Wealth Advisors is a reputable financial advisory firm located in Westport, CT. Led by David J. Boczar, a highly experienced CERTIFIED FINANCIAL PLANNER professional and Chartered Financial Analyst, the firm offers comprehensive wealth management and financial planning services to help clients achieve their financial goals. With over 35 years of industry expertise, David is committed to providing professional guidance in areas such as asset management, retirement planning, risk management, estate planning, and wealth transfer strategies.

As an independent insurance agent, David also offers insurance solutions tailored to individual needs. With a strong background in investment research and money management, Emerald Wealth Advisors is dedicated to assisting clients in making informed decisions to preserve and grow their wealth. By creating personalized written plans, the firm aims to guide clients on their financial journey and ensure their long-term financial well-being.

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