Matt CFP

Wealth Manager at Fairport Wealth - Cleveland, Ohio, US

Matt CFP's Colleagues at Fairport Wealth
Brant Appel

Director - Finance and Business Management

Contact Brant Appel

Tom Seifert

Partner & Senior Advisor

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Tracie Becka

Client Services Manager

Contact Tracie Becka

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Matt CFP's Contact Details
HQ
(216) 431-3000
Location
Company
Fairport Wealth
Matt CFP's Company Details
Fairport Wealth logo, Fairport Wealth contact details

Fairport Wealth

Cleveland, Ohio, US • 64 Employees
Financial Services

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.

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Details about Fairport Wealth
Frequently Asked Questions about Matt CFP
Matt CFP currently works for Fairport Wealth.
Matt CFP's role at Fairport Wealth is Wealth Manager.
Matt CFP's email address is ***@fairportwealth.com. To view Matt CFP's full email address, please signup to ConnectPlex.
Matt CFP works in the Financial Services industry.
Matt CFP's colleagues at Fairport Wealth are David Bosak, Heather Ettinger, Jason Adams, Brant Appel, Annika Traner, Tom Seifert, Tracie Becka and others.
Matt CFP's phone number is (216) 431-3000
See more information about Matt CFP