Fairport Wealth
Financial Services
United States
59 employees
- Employees
- 59
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Fairport Wealth Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- fairportwealth.com
- Industry
- Financial Services
- Employees
- 59
- Founded
- 2001
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Fairport Wealth
With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.FairportWealth.com. Fairport Women is a community that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
Fairport Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
Fairport Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Laurie Warner | Client Service Manager at Fairport Wealth | East Aurora, New York, United States |
Email
Phone
|
| Peter Devito | Wealth Advisor at Fairport | Cleveland, Ohio, United States |
Email
Phone
|
| Andrew Connors, Cfp, Cepa | Managing Director, Chief Growth Officer, Sr. Advisor at Fairport Wealth | Cleveland, Ohio, United States |
Email
Phone
|
Employees by Management Level
Manager
11 profiles
Individual contributor
5 profiles
Executive
4 profiles
Director
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 5 | 5 | 2 |
| Executive | 4 | 4 | 3 |
| General | 4 | 4 | 2 |
| Legal | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
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