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.

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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