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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. 


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!”

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