Today is National Make a Difference Day, a reminder that even small acts of kindness and generosity can have a big impact on our communities. Throughout 2024, many of our dedicated employees donated their time, effort, and hard work to support the Cleveland Animal Protective League and their mission to foster compassion and end animal suffering. Tell us how you make a difference in your community in the comments! https://bit.ly/4dEjNOi #CommunityImpact #SpreadKindness
About us
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. 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. More information available at www.LumaWealth.com. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
- Website
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https://fairportwealth.com/index.html?utm_source=LinkedIn&utm_medium=Profile&utm_id=SM
External link for Fairport Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Wealth Management, Investment Management, portfolio management, and tax planning
Locations
Employees at Fairport Wealth
Updates
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Feeling crabby?? Meet Frank (in the Tank)! Frank is a vampire crab with stunning colors that caught the eye of our very own Brandy Draper’s son, Kellan, who is Frank's primary caretaker. Vampire crabs get their name for their bright red, yellow, or orange eyes and nocturnal feeding habits. #PetoftheWeek #CrabLife #UniquePets
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Each October, the U.S. observes #BreastCancerAwarenessMonth to heighten awareness and support research funding for identifying causes and discovering new treatments for breast cancer. Click to read our Digital Marketing Manager Annika's personal experience with this daunting disease. https://lnkd.in/g9ZMnG3D #breastcancermonth #wellthandwellbeing
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Cybercriminals are relentless and often find new ways to steal from victims. Losses from cybercrime continue to climb, but the good news is, with education and some best practices, you can significantly strengthen your cybersecurity defenses. To protect yourself from becoming a victim of cybercrime, here are common scams to watch for and recommended best practices for avoiding them. https://lnkd.in/d2vM6g-B #CybersecurityMonth
How to Defend Against Cybercrime
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As the October 15 tax extension deadline approaches, we’re here to help you navigate the complexities of tax planning. Ensuring your taxes are filed accurately and on time is crucial for your financial health. Have questions? Reach out to us! https://lnkd.in/gcBRdchf #Taxes #TaxPlanning
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In celebration of the long-awaited release of Daniel Crosby,’s new book, "The Soul of Wealth: 50 Reflections on Money and Meaning", we encourage you to check out his interview with our Advisor Aaron Nuti, about #BehavioralFinance, the meaning of wealth, and practical applications of behavioral science in financial advising. https://bit.ly/3ybeqrn #SoulofWealth #DanielCrosby
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Whether you call today Columbus Day, Indigenous Peoples’ Day, or Leif Erikson Day, let's all use this day to reflect on the history of exploration and discovery while also acknowledging the complex impact it had on indigenous peoples and their lands. It's an opportunity for learning and dialogue about our shared history. #History #Exploration
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As we head into the end of the year, the strength in the equity markets continues to power towards new highs. The S&P 500 Index has registered positive returns in each of the last 5 months which tends to be a bullish indicator looking forward. According to Carson Research, since 1950 when the S&P 500 has five consecutive months of gains, returns over the next year are positive nearly 97% of the time with an average return of 10.6%. Stay invested! (Source: Carson Research as of 10/07/2024) #InvestingwithFairport
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At Fairport Wealth, we understand that financial health and mental health are deeply interconnected. We recognize that financial stress can significantly impact mental health, leading to anxiety, depression, and other mental health issues. That's why we are committed to providing not only financial guidance, but support and resources to help our clients manage stress and achieve a balanced life. Together, we can achieve a healthier, happier future. https://lnkd.in/dej3uPwS #WorldMentalHealthDay #InspiringFamilies
Wellness | Fairport Wealth
fairportwealth.com
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October is Financial Planning Month, and at Fairport Wealth, we believe it's the perfect time to reassess your financial goals and strategies. Our team is dedicated to helping families create comprehensive financial plans that suit their ever-changing needs. Need a financial second opinion? Let us know how we can help! https://lnkd.in/gcBRdchf #FinancialPlanning #InspiringFamilies
contact
fairportwealth.com