What services does the company offer?

The company offers wealth management and financial planning services, as well as independent insurance solutions. They provide professional guidance to help clients achieve their financial goals.

What resources does the company provide?

The company's website offers a variety of resources, including articles, calculators, and a glossary, to help clients better understand financial concepts and planning.

How can clients contact the company?

Clients can contact the company by phone, fax, or email. The company's address, phone number, fax number, and email address are provided on the website.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Emerald Wealth Advisors

$440.0K revenue • 2 employees • 191 Post Rd W, Westport, CT, 06880, United States

Last Updated Feb 17, 2025

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Company Overview

Company Name

Emerald Wealth Advisors

Address

191 Post Rd W, Westport, CT, 06880, United States

Website

emeraldwealthadvisors.com

Phone

(203) 221-2623

Approx. Annual Revenue

$0.4M

Employees

Established

2005

Google Business Category

Financial planner

About Emerald Wealth Advisors

Emerald Wealth Advisors is a financial services firm based in Westport, Connecticut, United States. The company provides wealth management, financial planning, and independent insurance solutions to its clients. Its founder, David J. Boczar, is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) with over 35 years of experience in the global financial services industry.

Business Profile

Read from the Emerald Wealth Advisors website on Oct 14, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

CFPIndustry certified

About the website

Website quality (AI-assessed): 6/10 · No copyright year visible; Thin content with repeated disclaimers

Recent changes

What changed on the Emerald Wealth Advisors website and Google listing, as detected by Coldlytics on each visit.

Oct 12, 2026
Google Ads pixel removed

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Frequently Asked Questions about Emerald Wealth Advisors

Technologies Used

Key Decision Makers

David Boczar Founder and Owner