About Weston Wealth Strategies

Weston Wealth Strategies, founded in 2002 by Jonathan E. Brochstein, is headquartered in Westport, CT and has accounts of over 150 high net worth individuals and partnerships under management.

Our approach is client-centered, with an emphasis on clearly defined objectives and performance metrics.

Through its strategic relationships with best-of-class trust and estate attorneys, business attorneys, business valuation services, accountants, bankers, insurance agents and charitable organizations, Weston Wealth Strategies provides a highly-integrated approach to asset protection, asset growth, retirement distributions, and transfer of wealth.

We are brokers for over 50 insurers and are licensed to sell insurance and/or securities and financial products in Connecticut, New York, New Jersey, California, Florida, Maine, Massachusetts, Ohio, South Carolina, and Texas.

Jonathan E. Brochstein

Jonathan has over fourteen years' experience as a financial planner and manager. Throughout his career, which began in the insurance industry with John Hancock, he has always sought to bring a greater breadth of services to his clients. Today Jonathan focuses on a holistic approach to advising clients in matters of planning, investments, insurance and risk management.

In 1995, Jonathan established his own independent practice in Connecticut. He began serving high net worth individuals, attorneys, physicians, and physicians' practices, while continuing to expand his client base and service offerings. This culminated in his founding of Weston Wealth Strategies, a full-service financial planning and advisory firm.

Jonathan is an FINRA (formerly NASD) registered investment advisor. He lives in Weston, Connecticut, with his wife, Jessie, and their terrier, Cleo. Jonathan is active in numerous local and national charitable organizations.