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 is 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 is available at www.lumawealth.com. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.
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