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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. 

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The Fairhaven Journal: Spring/Summer 2019

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.

 

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Thank you for your inquiry. Based on the information
provided, we may not be the right firm for you.

 

We do, however, have friendly relationships with some of our competitors and encourage you to reach out to them.

 

Two that come to mind include:

Model Wealth

Timothy Financial Counsel

Please be sure to tell them “Fairhaven sent me!”

Contact Info
Office

“Great culture = Great client experience”

(630) 990-9000

104 E. Roosevelt Road

Suite 100

Wheaton

Illinois

60187

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Check the background of your financial professional on FINRA's BrokerCheck.

 

View our Form CRS.

 

Advisory services offered through Fairhaven Wealth Management, LLC, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Fairhaven Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-80596. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Nothing on this website constitutes investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

© Copyright 2015 - 2023 Fairhaven Wealth Management. All rights reserved.

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