Tom Seifert Email & Phone Number

o With roots dating back to 1963, Fairport Wealth is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families. Our team of credentialed professionals, including CPAs, CFAs, and CFPs, have extensive experience in guiding corporate executives, business owners and widows. 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.o Luma Wealth Advisors is a division of Fairport 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. I help women of wealth achieve their financial objectives, with the understanding that women are unique, deserve intelligent guidance and demand exceptional service. More information at www.LumaWealth.com.o Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.I have more than 25 years of industry experience guiding high net worth individuals and families through life's inevitable transitional events. I am responsible for providing comprehensive financial planning, tax and investment services to clients, generating new business and leading a team of professionals. As a Certified Public Accountant, I provides clients with expert counsel regarding complex tax-related planning, multi-generational planning, and investment matters to allow one to reach their goals.I specialize in these areas:•Wealth Management•Financial Planning•Investments•Charitable Gift Planning•Retirement Planning•Estate Planning•Taxes•Generational Planning

Listed skills include Wealth Management, Investments, Estate Planning, Private Equity, and 3 others.