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.
Net worth of $5 million+
$1 million or more of investable assets
Values advice over product
Seeks 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
Tell us what’s important to you.
Review recommendations and commit.
Create your holistic wealth plan.
Customize your investment solutions.
Connect with your team and our communities.