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.
View Top Employees from Fairport WealthWebsite | https://fairportwealth.com/index.html |
Revenue | $14 million |
Employees | 63 (58 on RocketReach) |
Founded | 2001 |
Address | 1350 Euclid Avenue Suite 400, Cleveland, Ohio 44115, US |
Phone | (216) 431-3000 |
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Industry | Financial Services, Investment Banking, Wealth Management, Finance, Investment Management |
Web Rank | 14 Million |
Keywords | Kenneth E. Taylor Rocky River Oh, Kristen Brant Pnc, "Deadline Behind Us" |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Fairport Wealth employee's phone or email?
The Fairport Wealth annual revenue was $14 million in 2024.
Kristen Lucas is the CMO of Fairport Wealth.
58 people are employed at Fairport Wealth.
Fairport Wealth is based in Cleveland, Ohio.
The NAICS codes for Fairport Wealth are [523, 52, 52393, 5239].
The SIC codes for Fairport Wealth are [62, 628].