The Herbst Group
The Herbst Group, based in Westport, CT, is a dedicated wealth management firm that prioritizes client well-being by offering tailored financial advice and investment management. With a commitment to fostering personal relationships, they strive to be a trusted resource for clients across all facets of their financial lives.
Combining deep industry knowledge with a personalized approach, The Herbst Group serves both individuals and employer-sponsored retirement plans, focusing on meeting the unique needs of each client. Their philosophy emphasizes the protection of principal and the importance of customizing portfolios to align with specific risk appetites, ensuring clients receive a sense of security and peace of mind.
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