Fairport Wealth

Inspiring Families

General Information
Company Name
Fairport Wealth
Founded Year
2001
Location (Offices)
Cleveland, United States +5
Founders / Decision Makers
Number of Employees
59
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Fairport Wealth - Company Profile

Fairport Wealth is a financial services startup, founded in 2001, offering comprehensive wealth management solutions to high net worth individuals. The company boasts a team of credentialed professionals, including CPAs, CFP® certificants, and CFA® charterholders, who specialize in guiding corporate executives, business owners, and women of wealth through various life transitions. Fairport Wealth prides itself on its collaborative and approachable style, which its clients value. Additionally, the startup has a division called Luma Wealth Advisors, dedicated to providing women with personalized wealth planning, experienced investment management, and a supportive community. The company's services are complemented by its division, Luma Wealth Advisors, which offers a community for women to learn, connect, and celebrate. More information is available at www.FairportWealth.com and www.LumaWealth.com. The startup's last investment and investors are not disclosed.

Taxonomy: Wealth Management, Investment Management, Financial Planning, High Net Worth Individuals, Wealth Planning, Liquidity Planning, Succession Planning, Retirement Planning, Life Transitions, Women's Wealth, Tax Planning, Portfolio Management, Financial Advisory, Credentialed Professionals

Funding Rounds & Investors of Fairport Wealth (0)

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There is no investment information

Latest News of Fairport Wealth

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No recent news or press coverage available for Fairport Wealth.

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