In his role as Senior Vice President- Investments at Merritt Point Wealth Advisors (MPWA), Steven Belport utilizes his attention to detail with a genuine interest in his clients and their families to make a positive difference in the quality of their lives. His proficiencies include a process for offering solid advice towards customized investment management, quality retirement planning and estate planning, as well as tax-advantaged strategies.
Steve’s hard work-ethic, dedication to developing long-term relationships, and commitment to the highest levels of service earned him a loyal client base throughout his 34+ year career at places like Dean Witter Reynolds, PaineWebber/UBS Financial Services, and Wells Fargo Advisors. Now independent with MPWA, he and his team – his brother David and his daughter Samantha - combine world-class resources with a personal touch when delivering goal oriented financial solutions and high quality investments for their clients. Their goal as a team is to be each client’s primary source of financial advice.
Steve and his wife Cynthia live in Stratford, CT, where they enjoy doing activities as a family, such as skiing, golfing, kayaking, and now playing pickleball with their three daughters Hannah, Samantha, and Grace.