They are experienced in the comprehensive challenges of managing wealth.
They know how to develop strategies that work for their clients at different stages in their lives.
They keep close watch on both the larger ebbs and flows in the investment world, and on the daily details of portfolio management.
As important, they provide counsel to clients before, during and after significant life events.
Providing for a child’s or grandchild’s education, accepting an inheritance, buying or selling a business, coping with the death of a spouse, or adjusting to divorce…all of these can materially alter assets and the shape of individual portfolios.
The deep, diverse experience of our people is a key reason why we have earned the extended trust of our clients.
On the following pages we introduce you to Fairport’s advisory staff. You will read only the briefest of biographical information.
But we invite you to contact any one of them with questions or comments. Then judge for yourself.