Our Purpose

Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self.

We provide comprehensive wealth advice and education for your whole family, are focused on niche markets where we have distinct knowledge, and are proactive and collaborative with other professional advisors acting as your "financial quarterback.”

Our Values

Our team rallies around these values. They drive us to exceed clients’ expectations, hold one another accountable, make wise business decisions and thrive as an organization.


Empathetic

Service-driven, ability to “get in the shoes” of our clients - often from personal experience

Engaged

Understand goals, see the big picture, thoughtful

Initiative

Step up, proactive assistance or insight, solutions-oriented

Team Over Self

Collaborative, contributor to greater good, sense of shared purpose

Continuous Improvement

Excellence, growth