Fairport Wealth

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
Industry
Financial Services
Employees
59
Founded
2001
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Laurie Warner Client Service Manager at Fairport Wealth
Email Phone
Peter Devito Wealth Advisor at Fairport
Email Phone
Andrew Connors, Cfp, Cepa Managing Director, Chief Growth Officer, Sr. Advisor at Fairport Wealth
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 Email 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

Compare Similar Companies to Fairport Wealth