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Fairport Wealth Continues its Expansion Eastward to New Jersey
By Fairport Wealth
We are pleased to welcome Yu Oen to Fairport Wealth. Yu founded Optimal Portfolio, an SEC-registered fiduciary investment advisory firm in 2010. Today, he manages approximately 50 high net worth clients, including both families and businesses. Over the past 12 years, Yu has developed robust asset management and financial-planning capabilities.
“Between his background as a successful business owner and experience in corporate finance, investment banking and private equity, Yu brings a unique skillset and perspective that will serve as a great benefit to our entire team,” said Fairport Wealth President Matt Logar. “We are excited to expand into this key region and support Yu in further growing his business.”
Yu specializes in serving executives and business owners, including a number of former Wall Street executives. The business will operate in New Jersey under the Fairport brand name.
“As I considered my business goals, I recognized that joining Fairport Wealth would give me the best way to grow my practice and ensure continuity of service to our clients well into the future,” Yu said. “Hightower’s expertise in compliance and operations, coupled with offering a wide array of value-added services, including those for business owners, will enable me to better serve my clients as my practice continues to grow. I’m excited to join the company and begin making use of their many resources.”
This merger deepens our collective knowledge to help serve our clients better, allowing Fairport to inspire over 2000 families in 5 offices.
Learn more about the Princeton 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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