Who We Serve

Our Typical Client Has the Following Attributes

  • 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

Client Journey

Fairport Client Experience Icon

Share Your Story

Tell us what’s important to you.

  • Background, family relationships, values
  • Money journey, concerns, aspirations
  • Collect client information (financial statements, tax returns)
  • Review wealth management process

Gain Your Trust

Review recommendations and commit.

  • Comprehensive wealth assessment
  • Goal prioritization
  • Customized proposal with clearly defined expectations
  • Agreement and engagement
Fairport Client Experience Icon

Enrich Your Life

Create your holistic wealth plan.

  • Retirement planning and cash flow
  • Tax optimization
  • Insurance and risk management
  • Estate and legacy planning
  • Philanthropic strategy

Plan To Protect And Grow

Customize your investment solutions.

  • Strategic asset allocation
  • Risk assessment
  • Tax-smart investing
  • Customized investment solutions
  • Private market and alternative investments
Fairport Client Experience Icon

Continuously Engage

Connect with your team and our communities.

  • Advice and education for the whole family
  • Adaptive planning and proactive service
  • Collaboration with your other professional advisors
  • Curated content and education specific to your situation
  • Peer-based communities and events