Transitions

Alternative investment and restricted stock considerations bring new responsibilities and questions. At Fairport, we are dedicated to guiding clients before, during and after these significant events. Fairport makes a difference for executives in transition.

Fairport Wealth understands the individual needs of executives and professionals:

Have access to alternative investments, restricted stock and/or phantom shares and look to a wealth manager to help weigh their options;

Need ongoing, independent-minded, objective advice and analysis;

Want to achieve their dynamic personal, family, economic and philanthropic goals.

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The Briefcase Newsletter

Case Study

Fairport Story Executives Retire

Executive Retires into New Horizons

Steve started to realize how complicated his feelings about retirement were when he received notice from his employer, a large global oil company based in Texas, that it would be offering sizable early retirement packages to those in upper management who might want it. Financially, it would be a smart move for him, adding to an already impressive pension plan, a well-funded IRA and 25 years’ worth of vested company stock awards. But emotionally, thinking about life without work chilled him.

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