Strategy
Advisory Firms Partner To Strengthen Wealth Management Offerings

Financial advisory firm Westport Resources Management has formed a new strategic partnership with Naples, Florida-based high net worth family advisor Eastman Investment Advisors, an alliance that aims to strengthen wealth management offerings for both parties.
Through the partnership, Eastman will be able to offer its chiefly HNW clientele access to Westport Resources’ portfolio management team and investment strategies.
“This highly complementary alliance underscores Westport’s focus to expand our wealth management business,” said John Adams Vaccaro, Westport Resources founder and chief executive.
“This partnership, enables Westport to achieve two key goals: establish its brand in the affluent Naples, Florida market; and enable Eastman to further leverage its strategy of providing highly personal, local wealth management services,” said George Keith, Westport’s president.
According to Eastman’s managing director, James Eastman, stated that the key strategic factors that motivated the partnership, include the two firms’ shared vision of the family office model that supports alliances with certified public accountants.
“This alliance is an important step toward strengthening our brand for objective and comprehensive wealth management offering to our affluent clientele and to further build our presence in our market,” said Eastman.
Headquartered in Westport, Connecticut, Westport Resources Management was founded in 1986 by CEO John Adams Vaccaro. It provides wealth management services to individuals, families and institutions.