Sontag Advisory LLC

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1720 Post Rd E Ste 112
Westport, CT 06880
+1 (203) 255-0100

Sontag Advisory, based in Westport, Town of, CT, is a comprehensive wealth management firm serving a diverse range of clients, including individuals, families, executives, attorneys, business owners, and charitable investors. With a team of over 300 professionals, they offer financial planning, investment strategies, impact investing, and family office services tailored to each client's unique goals and aspirations.

Founded in 1995, Sontag Advisory prides itself on providing personalized client experiences centered around in-depth financial planning and expert investment solutions. With $25.26 billion in assets under management, their team of advisors is dedicated to guiding clients through life's financial milestones, from executive compensation and business succession to estate planning and charitable giving.

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