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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
Financial Advisor Succession Planning | PDF V
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
Donor-Advised Funds: Stop Writing Checks to Charities I PDF V
Tuition Intuition: Negotiating for College Costs I PDF V
The Fairhaven Journal: Winter 2021
More than your typical newsletter, through the Fairhaven Journal we share perspectives on a wide range of both financial and non-financial topics; healthcare, cooking, philanthropy and team member profiles to name just a few. As we continue building out the library of topics and would love to hear your suggestions.