Client Experience

We offer sound advice and support before, during and after significant life transitions to help you and your family to navigate life’s expected and unexpected events. You can rely on Fairport.

Set Up a Discovery Meeting

Our Typical Client Has the Following Attributes

  • Net worth of $2 - $25 million
  • $1 million or more of investable assets
  • Values advice over product, seeking comprehensive solutions
  • Open to sharing important details of their lives, goals, aspirations and concerns
  • Willingness to delegate to a trusted advisor
  • Philanthropic, concerned about family stewardship
  • Has realistic expectations and lives within their means

Foundation Building

  1. Discovery Meeting

    Learn About You

    • Background
    • Family & Relationships
    • Careers & Interests
    • Goals & Vision
    • Current Financial Picture

    Overview of How We Can Add Value

  2. Engagement Meeting

    Review Output from Discovery Meeting

    • Draft Client Roadmap
    • Custom Proposal
    • Follow-up Questions

    Overview of Investment Process

  3. Investment Plan Meeting

    Review Plan to Transition Portfolio to Target Allocation

    • Tax Planning Around Portfolio Repositioning
    • Strategies to Work out of Concentrated Stock Positions
    • Strategies to Create an Income Stream
  4. Wealth Planning

    Goal Setting & Success Metrics

    • Education Planning
    • Stock Compensation Planning
    • Tax Planning
    • Insurance & Risk Management
    • Estate Planning
    • Charitable Giving
    • Family Values Statement
  5. Ongoing
    • Communication & Results
    • Annual Review Meeting
    • Periodic Check-in
    • Annual Tax Matters
    • Ad-hoc Meetings, Calls, & Emails