Subscribe

Team managing $350 million joins Fairport Wealth

fairport wealth

Hightower facilitated the merger for Cleveland, Ohio-based Fairport, which is a Hightower advisory business.

A team managing $350 million at Linwood Investment Advisors in Buffalo, New York, will join Cleveland, Ohio-based Fairport Wealth, bringing that firm’s assets under management to $3.3 billion.

Chicago-based Hightower helped facilitate the merger for Fairport Wealth, a Hightower advisory business, the firm said in a press release Thursday.

Geary and his team specialize in tax-aware wealth management for high-net-worth clients, and retirement plan consulting for corporations. The business will operate under the Fairport Wealth brand name.

[More: Hightower names Robert Picard to head alternatives]

Speaking out on the proposed Kansas abortion amendment

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print