A Broad Range of Financial Services With Flexible Fee Structures Custom-Designed to Fit Your Needs.

Brokerage Services:
Through our relationship with Fidelity Investments, one of the world's largest financial institutions, our sister company Westport Resources Investment Services offers a vast and comprehensive array of brokerage services. These services range from buying and selling of stocks and bonds to maintaining custody of your trusts, education funds, retirement plans and offering a full range of insurance and investment tools. Along with our proprietary programs, we offer many of the products and services offered by Fidelity with the invaluable benefit of the expertise and guidance of our professionals.

Corporate Advisory Services:
Our Private Client Group offers specialized programs for current or former Corporate Executives or their family members that hold options or large positions in corporations. Our Corporate Options Exercise Program helps clients to hedge concentrated positions and to borrow money to exercise options.

Risk Containment Services:
Risk Containment is about more than insurance. It can also include devising and putting into effect systems to protect your businesses and assets from undue risks.

Through our affiliation with The DeWitt Stern Group, Westport Resources Private Client Group offers customized risk protection plans that can be tailored to your unique business and individual needs. Whether you are protecting an art collection, a theatre production, a yacht or any kind of business or personal situation with special risk or complexity, we can design a program to make sure your risk is properly contained.