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 understands the unique needs of executives and professionals who:

• 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, objective advice and analysis;
• Want to achieve their dynamic personal, family, economic and philanthropic goals.

Fairport makes a difference by providing strategies that are specific to the issues faced by executives and professionals in transition. These strategies include examining tax implications of pension plans/options, generating forward-looking cash-flow models, and implementing investment strategies to help provide the client with peace of mind.