Happy National Fitness Day! Just as we prioritize physical fitness for a healthier life, we should also focus on our financial fitness! Making smart financial choices, like budgeting, saving, and investing wisely, is as important as hitting the gym. Read our latest wellness blog to learn more about being financially fit: https://bit.ly/4cSinR5 #NationalFitnessDay #FinancialFitness
Fairport Wealth
Financial Services
Cleveland, Ohio 1,033 followers
Inspiring Families
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. 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.
- 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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The S&P 500 closed out its worst month of the year (April) sliding nearly 5%. Thanks to the strong start to the year, the S&P 500 still sits with a YTD gain of more than 5% - the first time since 1936 where the S&P was up at least 10% in Q1 & then down at least 4% in April. That year ended up being a good buying opportunity, as the index was up a further 25% the rest of the year. This was only the 7th year in history of the S&P 500 that the index was up at least 10% in Q1 and down at all in April. In the past 50 years, the returns the rest of the year have been a bit mixed but have tended to skew positive (1987 obviously the big outlier). (Source: JP Morgan, all data as of 5/1/24) #InvestingWithFairport
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At Fairport Wealth, we recognize the importance of protecting your loved ones' financial future. This Life Insurance Day, let us help ensure your legacy is safeguarded with the right coverage tailored to your needs. #LifeInsuranceDay #FinancialPlanning
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What’s the key to preserving both wealth and family harmony? Utilize this practical advice and insight to ensure a seamless transition of wealth while nurturing familial relationships. Click below to read the article and unlock the secrets of integrated estate planning for a legacy that lasts. https://bit.ly/3vBgGqz #BusinessOwners #Family
Integrated estate planning preserves wealth and harmony
https://familybusinessmagazine.com
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As some of you “May” already know, May 1st is College Decision Day, when recent high school graduates make their final choice on the college they will be attending in the fall. This year, we’d like to highlight our advisor Beth Korth's daughter Annie, who has made this monumental decision. Congrats to all grads! #DecisionDay #HighSchoolGrads #college
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On Adopt a Shelter Pet Day, we highlight our colleague Michael’s dog, Louie! Louie was adopted from a rescue where he was raised alongside his 13 siblings. He is a crazy, loving, and energetic boy, but the moment the sun comes out, you can find him laying out. Recently, Louie joined Crisis Response Canines as a therapy dog, providing emotional support to individuals, families, communities, and first responders experiencing intense traumatic emotions in the aftermath of critical incidents. What a good boy! (Cleveland Animal Protective League) #PetoftheWeek
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There are many people who make a good living but don’t feel like they’re wealthy. You may have adult children, nieces, or nephews early on in their careers who fit this bill. Are there changes can they make to begin building wealth? Read our latest blog to discover ways your kids can start saving today. https://bit.ly/4aG2Rpt #financialliteracymonth #financialliteracy #kidssavemoney
Can your kids manage money?
fairportwealth.com
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Happy Arbor Day! 🌳💼 Just as trees require careful planning and nurturing to grow strong and provide lasting benefits, your financial future deserves the same attention. Let's plant the seeds of financial security together. #ArborDay #FinancialPlanning
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This thought-provoking article from Family Business Magazine explores the pivotal decision of whether or not it’s time to sell the family business. Gain insights into the complexities and considerations involved in such a significant transition, from financial implications to familial dynamics. Whether you’re contemplating succession or exploring new opportunities, this article offers invaluable guidance to navigate the path ahead. Read now to make informed decisions about the future of your family’s legacy. https://bit.ly/43LePvM #FamilyBusiness
Is It Time to Sell the Family Business?
https://familybusinessmagazine.com
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May this Passover season be a time of reflection, gratitude, and renewal for you and your loved ones. Wishing you a Chag Sameach! #Passover