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Fairport Wealth Grows with Buffalo, NY Team
By Fairport Wealth
We are pleased to welcome Brian M. Geary to Fairport Wealth. Brian and his Buffalo, NY team, including Advisor Connor J. Rosenecker and Client Service Manager Laurie A. Warner, specialize in tax-aware wealth management for high net worth clients, and retirement plan consulting for corporations. The business will operate in Buffalo under the Fairport Wealth brand name. Prior to joining Fairport, the team operated as part of Linwood Investment Advisors in Buffalo.
“Brian’s care for his clients and their families was apparent from our very first conversation. We are excited to gain his skillset on our team and help bolster his successful practice to serve clients for generations to come,” said Fairport Wealth President Matt Logar.
Brian said, “It was becoming clear that, to grow my business further, we needed to join a well-resourced entity that could provide us with scale, operational support and a suite of services tailored to our affluent clients. At Fairport, we’ll gain access to a deep bench of investment and tax knowledge, with a direct line to parent company Hightower’s resources.”
This merger deepens our collective knowledge to help serve our clients better, allowing Fairport to inspire nearly 1700 families in 4 offices.
Learn more about the Buffalo team here.
Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Fairport Wealth and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Fairport Wealth and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
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