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The Cleveland-based wealth management team will feature a distinguished panel on October 18th
CLEVELAND — September 26, 2024 – Fairport Wealth (“Fairport”), a values-based, purpose-driven organization that provides more than 2,000 families with comprehensive wealth management solutions, announced today an exclusive panel discussion for Cleveland-based business owners. The event, titled “Business Owners Unfiltered”, will be held in Cleveland on October 18th.
The distinguished panel, featuring executives with private equity, estate planning, ultra-high net worth peer group leadership, and wealth management experience, will candidly discuss the challenges and opportunities of being a modern business owner. The discussion will be moderated by Andrew Connors, Managing Director and Chief Growth Officer at Fairport Wealth, and feature:
The panelists will share personal and professional examples and stories. Attendees may ask questions and can expect to leave with honest and time-tested strategies from these professionals who work on the front lines with successful businesses. The event is complimentary for local business owners and their professional advisors.
“Fairport Wealth’s mission is to help closely held and family business owners create and maintain multi-generational wealth. We believe this panel will be another tool in the toolkit of Northeast Ohio businesses,” said Connors. “Thank you to our esteemed panelists Cheryl, David, Dan, and Hightower Advisors for the meaningful support and partnership.”
The panel will be held at JumpStart Inc. at 6701 Carnegie Ave., Suite 100 in Cleveland. Space is limited; attendees can register here: https://www.eventbrite.com/e/fairport-wealth-business-owners-unfiltered-tickets-1026897356637?aff=oddtdtcreator and are also encouraged to sign up for Fairport’s Minding Your Business newsletter: https://fairportwealth.com/contact.html.
About Fairport Wealth
Fairport Wealth inspires over 2,000 families with comprehensive wealth management solutions. Based in Cleveland, Ohio, the practice manages $4.5 billion in assets under management, as of December 31, 2023. Since becoming a Hightower advisory business in 2017, Fairport has completed five acquisitions and grown from one to six offices in Cleveland, OH; Buffalo, NY; Chicago, IL; Harrisburg, PA and Princeton and Cherry Hill, NJ. Fairport clients value the team’s depth of talent and experience, along with their collaborative and approachable style. Learn more about Fairport Wealth at https://fairportwealth.com/.
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.
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