Estate planning isn’t only about passing down your wealth; it’s about protecting your loved ones, preserving your legacy, and maintaining control. Your estate plan is vital to your overall financial wellness and can help to minimize your tax exposure. Ready to protect what you’ve built? Reach out to Fairport for guidance. https://hubs.la/Q03MCqW_0 #EstatePlanningAwarenessWeek #NEPW #NextGeneration #LegacyPreservation
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. Fairport Women is a community 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. 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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It’s time to review your options for medical coverage in 2026. If you’re eligible for Medicare, be aware that open enrollment begins today and continues through December 7th. It’s especially important to review your Part D coverage to ensure the drugs you need are covered, because out-of-pocket Part D drugs will be capped at $2,100 in 2026. Contact your Fairport Wealth Advisor with any questions about how your medical care integrates with your wealth plan. https://hubs.la/Q03MkLK60 #MedicareOE #HealthcareCoverage
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**Important Reminder** If you requested a tax extension earlier this year, the final deadline to submit your return is tomorrow, October 15th! Tax planning is an important aspect of your wealth plan. If you need assistance with wealth planning, please reach out to start a conversation. https://hubs.la/Q03Ml6FW0 #Taxes #TaxDeadline #October15
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Each October, #BreastCancerAwarenessMonth brings a global spotlight to the importance of early detection, education, and research funding. This year, we’re shifting the focus to something deeply personal: how we can support the individuals battling breast cancer, not just through awareness, but through meaningful action. Read our latest blog for some thoughtful ways to help from Wealth Advisor Deborah Feldman, CFP®. https://lnkd.in/g7nYgDFZ #BreastCancer
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We’re increasingly dependent on our devices, making cybersecurity essential. How can you stay ahead of hackers and cyber criminals? Know how to recognize the warning signs, safeguard your personal data, and stay informed. To learn more, read our blog about Cybersecurity Best Practices and take control of your digital safety. https://hubs.la/Q03MBBGN0 #BeCyberSmart #CybersecurityAwarenessMonth #SecureOurWorld #FinancialWellness
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Why do you need a financial plan? It’s a personalized roadmap toward your goals, with strategies for saving, investing, and creating your legacy. A Fairport Wealth Advisor can work with you to create your plan and guide you along your journey. If you’re not yet working with Fairport, celebrate #WorldFinancialPlanningDay by starting a conversation today! Let us help you plan for what’s next. https://hubs.la/Q03MknTt0 #WFPD2025 #FinancialPlanningMonth
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Thank you to everyone who attended “Fairport Night,” an annual event celebrating Fairport clients. This year we enjoyed an evening at the Cleveland Museum of Art, experiencing the perfect blend of art and science, followed by dinner in the museum’s awe-inspiring atrium. https://hubs.la/Q03M9lpS0 #FairportNight #ClientAppreciation #ClevelandMuseumOfArt
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Wishing those who celebrate a meaningful Yom Kippur and an easy fast. On this Day of Atonement, may your reflections bring you peace, growth, and renewed purpose. #HighHolidays #YomKippur
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Fairport Wealth reposted this
Periods of volatility are normal in the financial markets, but sometimes they come unexpectedly. There was a downturn during the financial crisis, when COVID-19 struck, and most recently, when the tariffs were announced. How should you react when the markets take a dip? Click the link to learn about the perils of emotional investing. https://lnkd.in/gre2EMAj #EmotionalInvesting
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“Grease” was the word for Fairport clients in Chicago, who enjoyed a “Late Summer Nights” performance at the Metropolis Performing Arts Center and the opportunity to connect. We appreciate our clients and love our get-togethers! #ClientAppreciation
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