Who We Serve

Our Typical Client Has the Following Attributes

  • Net worth of $5 million+

  • $1 million or more of investable assets

  • Values advice over product

  • Seeks comprehensive solutions

  • Open to sharing important details of their lives, goals, aspirations, and concerns

  • Willingness to delegate to a trusted advisor

  • Philanthropic, concerned about family stewardship

  • Has realistic expectations and lives within their means

Client Journey

Fairport Client Experience Icon

Share Your Story

Tell us what’s important to you.

  • Background, family relationships, values
  • Money journey, concerns, aspirations
  • Collect client information (financial statements, tax returns)
  • Review wealth management process

Gain Your Trust

Review recommendations and commit.

  • Comprehensive wealth assessment
  • Goal prioritization
  • Customized proposal with clearly defined expectations
  • Agreement and engagement
Fairport Client Experience Icon

Enrich Your Life

Create your holistic wealth plan.

  • Retirement planning and cash flow
  • Tax optimization
  • Insurance and risk management
  • Estate and legacy planning
  • Philanthropic strategy

Plan To Protect And Grow

Customize your investment solutions.

  • Strategic asset allocation
  • Risk assessment
  • Tax-smart investing
  • Customized investment solutions
  • Private market and alternative investments
Fairport Client Experience Icon

Continuously Engage

Connect with your team and our communities.

  • Advice and education for the whole family
  • Adaptive planning and proactive service
  • Collaboration with your other professional advisors
  • Curated content and education specific to your situation
  • Peer-based communities and events

    Fairport - Logo - White

    CLEVELAND

    1350 Euclid Avenue, Suite 400
    Cleveland, OH 44115-1833

    Call us at: 216.431.3000 or 800.222.7459

    CHICAGO

    1130 W Lake Cook Rd, Suite 300
    Buffalo Grove, IL 60089

    Call us at: 847.520.0999 or 800.454.0999

    HARRISBURG

    1631 North Front St.
    Harrisburg, PA 17102

    Call us at: 717.232.8850

    PRINCETON

    P.O. Box 887
    Princeton Junction, NJ 08550

    Call us at: 609.799.3040

    BUFFALO

    4455 Genesee St, Suite 121
    Buffalo, NY 14225

    Call us at: 716.631.6771

    CHERRY HILL

    200 Lake Drive East, Suite 204
    Cherry Hill, NJ 08002

    Call us at: 856.795.7911

    Legal & Privacy

    Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

    © 2024 Hightower Advisors. All Rights Reserved.