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355 Riverside Avenue, 1st Floor, Westport, CT 06880

(203) 222-2950
kheiser@baystatefinancial.com
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Wealth Management and Financial Planning for Families and Businesses

Start Your Financial Journey

Where do you want to go? We'll get there, together.

Our priority is to help you take care of yourself and your family. We want to learn more about you and your goals, while understanding your tolerance for risk. Long- term relationships built on open and honest communication are the foundation of our success.

Process

Process

We tailor strategies to your needs and goals.

Our Process
History

History

Your longstanding guides through life's transitions. 

About Us
Values

Values

We embody trust, honesty and integrity at our core.

Our Difference
Services

Services

Learn about our wealth management offerings.

Our Services

An investment in knowledge pays the best interest.

Meet our Team

With years of experience in financial services, our team is here to meet your current needs and support your future goals. We look forward to working with you.

Proactive Plan Monitoring

A solid plan starts with a solid set of tools. Integral to our financial planning strategy is a personalized website and custom platform that aggregates your financial data. Using Personal Financial ViewTM, we work together to help you get organized.

Where do you want your financial roadmap
to take you?

Our top priority is ensuring you and your family are well cared for. We're eager to hear about your personalized goals, and understand your risk tolerance to take you where you want to go. 

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