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Fairport Wealth logo — Inspiring Families

Fairport Wealth

Inspiring Families

Founded 2001 United States Cleveland, United States 59 employees Financial Services, Wealth Management

General Information

Company Name Fairport Wealth
Founded Year 2001
Location United States Cleveland, United States +5
Employees 59
Industries Financial Services, Wealth Management
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About Fairport Wealth

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

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Fairport Wealth Alternatives & Competitors

Fairport Wealth vs
Frontier Investment Management Company
Frontier Investment Management Company United States

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Fairport Wealth vs
Vigilant Wealth Management
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Fairport Wealth vs
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FAQ About Fairport Wealth

Inspiring Families
Fairport Wealth was founded in 2001.
Fairport Wealth is headquartered in Cleveland, United States.
Fairport Wealth operates in the following industries: Financial Services, Wealth Management.
Fairport Wealth has approximately 59 employees.
Top alternatives and competitors to Fairport Wealth include Frontier Investment Management Company, Vigilant Wealth Management, Argent Wealth Management, LLC, Altium Wealth, Discipline Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Fairport Wealth and Frontier Investment Management Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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