Sean Boccuzzi - Wilmington Advisors @ M&T

With more than 35 years of investment experience behind him, Robert has the depth of knowledge and skills to help you reach your goals through a customized financial plan. He prioritizes forming long-term relationships so he can better understand your unique investment and insurance objectives.

The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We aim to transform the wealth management experience by delivering an exceptional client experience and value proposition to each client. Working with high-net-worth and ultra-high-net-worth individuals and families, executives, and entrepreneurs, we serve not only as our clients’ advisor, but as a confidant, tailoring each wealth plan to an individual’s needs, objectives and constraints. Through an integrated wealth management process, our uniquely personal service, financial planning, insurance, estate, and investment management advice helps clients envision and establish their legacy based on their lifestyle.

At Bechtold & Blumenfeld Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Westport, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.