fairport asset management

With roots dating back to 1963, Fairport Asset Management is a registered investment advisor 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 extensive 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.FairportAsset.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.