Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and their families. With a focus on long-term objectives and current needs, he, alongside Meghan, works with clients to create portfolios that balance their personal and business financial aspirations.

Whether you are planning for your child's college education costs or a long and comfortable retirement or even buying a beach house it all starts with a realistic discussion of cash flow planning, your current investments and a well thought out plan. We believe... * Having a few scattered retirement accounts does not constitute a plan * Cost- and tax-efficient growth of your investments is critical * Retirement accounts may need to generate income for 30 years * Most retirement accounts are subject to risk of market volatility * Taxes, inflation and medical expenses can severely impact your retirement plan * “These are the 6 most dreaded words: "Do I have enough to retire?" Read and Visit the following sites below: * ›Company Website(for more information ) => http://blueprintfg.com/ * Blueprint Finance Blog => http://blueprintfgblog.com/

Ideal for individual investors, PROA offers the objective research, state-of-the art technology, innovative investment tools and exceptional support you expect-with the hands-on, one-to-one expertise you need. Some investors choose to buy, hold and hope. Others are looking to strike it rich quick. PROA clients, however, focus on long-term objectives and are willing to make the necessary adjustments to get there. These individuals and families rely on PROA for sound financial advice and hands-on service. Over 85% of our clients have been with us for ten, fifteen, twenty years or longer for three simple reasons: knowledge, competence and objectivity. Be proactive. Remain nimble. And chart a course toward financial freedom today.