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Advisory Services offered through Fairhaven Wealth Management.  

 

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. 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.

 

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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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Financial Advisor Succession Planning

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