Affiliated Partner: Westport Resources

David Boczar is pleased to be affiliated with Westport Resources, a private wealth management boutique firm located in Westport, Connecticut. Westport Resources, formed in 1986, serves the financial needs of its clients in a uniquely personalized manner by addressing current and future financial objectives and working closely to help them achieve these goals. Westport Resources was recently listed among the top wealth management firms by both Wealth Manager magazine and Financial Advisor magazine.*

Conducting its business through a group of independent Professional Affiliates, Westport Resources’ business model provides a natural compliment to David’s client-driven focus and entrepreneurial emphasis. Westport Resources also offers a solid back office and clearing relationship through National Financial Services LLC, a subsidiary of Fidelity Investments, one of the world’s most respected financial institutions. This relationship accords Westport Resources and David access to a comprehensive line of financial products and services.

Westport Resources Management, Inc. (WRM), an Investment Advisor, is registered with the SEC and the State of Connecticut. Westport Resources Investment Services, Inc. (WRIS), a Broker/Dealer, is registered with the SEC and is a member of the FINRA and SIPC. WRM and WRIS are not affiliated with Emerald Wealth Advisors.