A Unique Approach and Our Proven Performance Distinguish Us

Westport Resources serves the needs of clients using a uniquely personalized approach. This approach addresses a client's current and future financial objectives, and strives to achieve and outperform stated goals. Our interactive approach also evolves as client objectives and goals change. Our success, and the success of our clients, has been achieved through a proven track record of performance, expertise and service.

A Partnership with Our Clients Based on Accessibility and Trust

The cornerstone of the Westport Resources Process is our accessibility and the attentive follow-up we provide when you become our client. The process does not end simply because we have made some investment decisions to set up your portfolio. This is just the beginning of our partnership toward reaching your goals.

A Network of National Professionals Serving Clients Internationally

We have a national network of registered representatives that trade and secure their businesses through their affiliation with us. We can serve clients in all 50 states, and all professionals in our national network have access to our services. We manage assets for clients with businesses internationally and who live around the world. We are always accessible to you.

Our comprehensive network brings a wide breadth of resources to each client. Securities are offered through Westport Resources Investment Services, Inc., an affiliated broker-dealer registered with the SEC and a member of FINRA & SIPC. We offer a broad range of brokerage services. Brokerage accounts are carried by National Financial Services LLC, a Fidelity Investments Company. Customized risk protection plans are made available to clients through a relationship with the DeWitt Stern Group. Additionally, we work closely with a select group of accountants, tax and estate attorneys, insurance professionals, and others whose work ethic, style and performance we trust to provide you with the comprehensive services you may need.

Serving our Communities

Community involvement has always been extremely important to Westport Resources, as both a responsibility and a pleasure. We have been entrusted with managing pension plans, endowments and portfolios for some of the area's most venerable institutions. We serve municipalities, religious organizations and non-profit organizations. We discount our fees for charitable organizations. Our staff feels a collective responsibility to our community and participates in and supports a number of local boards and charities.