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Fairpoint Wealth Management
Fairpoint Wealth Management is an independent, fee-only fiduciary advisor helping high-earning professionals and executives in Northeast Ohio retire earlier...
Overview
Fairpoint Wealth Management is an independent, fee-only fiduciary advisor helping high-earning professionals and executives in Northeast Ohio retire earlier with clarity and confidence. The firm designs and manages personalized portfolios and coordinates complex compensation and benefits. It provides retirement income and withdrawal strategies tailored to clients seeking earlier retirement.
General information
Firm type
Multi Family Office
Year founded
2017
Location
City
Olmsted Falls
Principals
Matthew D. Kircher
founder & President
Sector focus
Frequently asked questions
Is Fairpoint Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA), Fairpoint Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940. This legally requires the firm to act in its clients' best interests, rather than merely recommending suitable investments.
What services does Fairpoint Wealth Management offer?
Fairpoint provides financial planning, investment management, estate planning, and tax advisory services to affluent individuals and families. The firm tailors its approach to each client's specific goals, including wealth preservation and intergenerational transfers.
Does Fairpoint Wealth Management manage its own funds or only client portfolios?
Fairpoint operates as an advisory firm that constructs custom client portfolios rather than managing proprietary investment funds. It does not appear to operate any pooled investment vehicles, and its model is focused on individualized account management.
How does Fairpoint Wealth Management source its investment ideas?
Fairpoint relies on internally conducted research as well as third-party manager due diligence. The firm uses a disciplined process to select investments that align with long-term strategic goals, though specific sourcing methods are not publicly detailed.
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