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. Jonathan E. Brochstein is appointed and licensed to sell insurance in AZ, CT, NY, CA, FL, ME, MA, OH, RI & SC; he holds FINRA Series 6, Series 63 and Series 65 licenses and is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC.

Jonathan E. Brochstein

Jonathan has over fifteen 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 group.

Jonathan is an investment advisor representative with Investors Capital Advisory. He lives in Westport, Connecticut. Jonathan is active in numerous local and national charitable organizations.