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The Fairhaven Way /fair•haven/: 1. Listen more than we speak 2. Provide unbiased financial advice 3. Tailor strategies to your goals 4. Deliver prudent investment management 5. Focus on tax-efficiency 6. Remain disciplined in a world of uncertainty 7. Communicate candidly & consistently
Fairhaven Wealth Management, LLC is an independent, privately owned investment and wealth management firm serving select families and small to mid-sized businesses. At Fairhaven, our commitment is simple - we exist to
serve our clients ... period. Our culture of service and accountability combined with prudent risk management and tax-efficiency are the cornerstones of our client commitment.
I Fairhaven Wealth Management ... we're a little different.
I White Papers & Helpful Documents
The Midlife Preparedness Checklist I PDF V
The Financial Uncertainty Preparedness Checklist I PDF V
529 Plan Ownership and Financial Aid I PDF V
Mind The Gap: Don’t Start Retirement On The Wrong Foot I PDF V
Revisiting The Roth IRA Conversion I PDF V
The CARES Act: Highlighted Provisions I PDF V
Strategies to Supercharge Your Roth IRA Bucket I PDF V
ABLE Act: A New Planning Option for the
Special Needs Community I PDF V
What Does Vanguard Think an Advisor is Worth? I PDF V
Donor-Advised Funds: Stop Writing Checks to Charities I PDF V
Medicare Enrollment Options and Choices I PDF V
Active vs. Passive in Fixed Income I PDF V -- password required --
Fear & Greed I PDF V -- password required --
Tuition Intuition: Negotiating for College Costs I PDF V