Fairpoint Wealth Management
Fairpoint Wealth Management is a fee-only, independent and fiduciary investment advisory firm that provides investment management and financial planning services to business professionals and working families in Cleveland, Ohio. At Fairpoint, they develop personalized wealth management strategies designed to maximize your finances, so that you can achieve financial success. The firm provides the high net worth community with a broad range of wealth management services, with investment management as their core expertise. Fairpoint Wealth Management has been featured in national publications, including Forbes, Business Insider, Bankrate and The Huffington Post.
Fairpoint Wealth Management focuses on your entire financial picture including investments, retirement, cash flows, education, insurance, taxes and estate planning.
Their focus is not only on timing the movements of the market, but rather crafting long-term plans to meet your goals
Relying on a due diligence process to regularly monitor investments and make changes when necessary, they identify clients’ comfort regarding risk, time horizon, income needs and goals.
The firm develops a personalized portfolio consisting of tax-efficient and low-cost investments.
Fairpoint's Actionable Financial Planning includes:
Benefits and compensation elections
Social Security strategies
Medicare and healthcare selections
Tax-efficient retirement withdrawal strategies