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Fairport Wealth

Financial Services

Specialities :
Wealth management
Investment management
Portfolio management
And tax planning
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Fairport Wealth

What does Fairport wealth do?+

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 lifes 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...

What are Fairport wealth's specialties? +

Wealth management,investment management,portfolio management,and tax planning

What is Fairport wealth's industry? +

Fairport wealth operates in the Financial services industry.

What is Fairport wealth's revenue? +

Fairport wealth's revenue is 11m - 100m

What is Fairport wealth's company size? +

Fairport wealth has 51 - 200 employees.

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