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Who We Serve

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We serve select individuals and families who want to preserve, diversify and continue to grow their wealth, and small to mid-sized organizations with similar long-term goals.  Attributes common among those we serve include:

  • Appreciation of the hard work and sacrifice involved in the creation of their wealth

  • Prudent balance of continued growth of their wealth while avoiding permanent loss

  • Desire to receive tailored solutions specific to their goals – no “cookie cutters”

  • Access to a range of services and strategies

  • Determination to accept only a “fiduciary standard” in their advisory relationship

 

 

Based on actual client experiences, the following case studies demonstrate how our experience and

process might benefit you:

 

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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.

 

Your inquiry will be directed to Pure Financial Advisors, LLC, who will receive and handle your information to respond appropriately. Your details will be used solely for client service and managed in accordance with Pure Financial Advisors’ privacy policy and applicable regulations. We do not share your information with unaffiliated third parties for marketing purposes. For more details, please see our full Privacy Policy or contact us directly.

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

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