Mex Capital Management is a private capital and wealth advisory practice located on Post Road East in Westport, Connecticut. We serve individuals, families and small business owners — most in Fairfield County and beyond, some at a greater remove — who prefer their financial affairs to be overseen with patience, discretion and continuity rather than urgency.
Our philosophy
We regard ourselves as stewards, not salesmen. The capital entrusted to our attention usually represents decades of work, saving and sacrifice, and we believe it should be managed accordingly: with measured judgment, plain language and a long horizon. Markets will always have their fashions, and there will always be someone willing to promise more. Our counsel tends in the other direction — toward balance, proportion and the careful avoidance of permanent mistakes.
That philosophy shapes everything about the practice. We accept a limited number of clients so that each household receives genuine attention. We explain our reasoning before we act, and we put our observations and proposals in writing. We do not measure success in quarters; we measure it in decades, and in the trust of families who remain with the firm across generations.
Our setting
The firm's office stands at 1853 Post Rd E in Westport, a town whose character suits the way we work: established, understated and attentive to its neighbors. Meetings here are unhurried. Clients are welcome to visit for a scheduled conversation, and our advisers are equally glad to speak by telephone or to meet clients where it is more convenient for them.
How the firm works
Relationships at Mex Capital Management begin with a conversation, not a proposal. We listen first: to a family's circumstances, obligations and concerns. If there is mutual interest, our team undertakes a confidential review of existing accounts, statements and documents, and then sets out in writing what we observe and what we would recommend. Only at that point does a client decide whether to engage us — a decision we never hurry and never pressure.
Once engaged, our advisors provide ongoing oversight of the household's affairs and remain in steady contact with the client's accountant and attorney, so that financial plans and legal documents continue to speak with a single voice as circumstances change.
If you would like to know more about the practice, the natural next step is simply to talk. Our services page describes what we attend to, and our contact page offers every means of reaching us.