Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDScott Mastocciolo
Westport Private Wealth
8 Wright Street
1st Floor
Westport, CT 06880
203-885-7757
Independent Advice. Personal Focus. Lasting Wealth.
About Westport Private Wealth
Westport Private Wealth is an independent wealth management firm in Westport, Connecticut, co-founded by Scott Mastocciolo and Stuart Gollomp. The firm serves individuals, families and business owners with personalized financial planning, investment management and retirement income strategies. Its advisors draw on decades of combined experience at leading national firms. They chose an independent model so they could put clients' interests first and tailor every recommendation to each client's goals. Through its affiliation with Osaic, one of the nation's largest networks of independent advisors, the firm has institutional-grade technology, research and operational support, while keeping the personal service of a boutique practice. The firm is committed to building long-term relationships grounded in transparency, disciplined planning and service. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.
See Disclosures
General Information
Firm Start Year
2026
automated call
Yes
CRD#
2808205
Firm CRD#
23131
Name of Broker/Dealer
Fidelity (NFS) and Osaic Wealth, Inc.
States Licensed in
AZ,CA,CT,DE,FL,GA,IA,IN,KY,MD,NC,NJ,NY,PA,RI,SC,TX,VA
Years of Experience in Financial Services
28
Number of Years with Current Firm
1
Work Experience
Co-Founder & Financial Advisor, Westport Private Wealth (Osaic Wealth, Inc.), 2026 - Present Financial Advisor, Ameriprise Financial Services, LLC, 2020 - 2026 Financial Advisor, Wells Fargo Advisors, 2012 - 2020 Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc., 2002 - 2012 Financial Advisor, Morgan Stanley Dean Witter, 1998 - 2002
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Foreign Languages Serviced
English
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Email, Phone, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 7, Series 65
Insurance and Annuity Licenses
Annuity, Life, Variable Life, Long Term Care, Variable Annuity
Firm Information
Assets Managed by Firm
$252,000,000
Total Assets Under Management by Advisor
$252,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Commissions
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893934/retirementplanning-Westport-Private-Wealth-detailed-disclosure.html