Wealth Planning
A customized approach. We consider your entire financial picture, from where you are now to where you want to be, both personally and professionally. Your wealth plan is customized and designed for your individual situation.
Focused, Specialized Support
Your Fairport team provides a wide array of wealth planning services to address the complexities of your financial life. They are experienced and credentialed, and focused on helping families achieve their personal goals. Whether you are a senior executive or business owner, enjoying your retirement or receiving income from inherited wealth, Fairport is ready to help.
A Comprehensive Set of Wealth Planning Services
Your plan will address your specific set of opportunities and challenges with a comprehensive set of services that includes:
Net worth and cash flow planning
Investment planning and portfolio management
Tax planning
Insurance sufficiency and risk management
Estate and wealth transfer planning
Philanthropic planning
Retirement planning
Specialized planning for professionals, senior executives, business owners, retirees and those with inherited wealth
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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