Dealing with money can be an emotional process. It’s extremely personal. Managing it for the future is a tremendous responsibility. At Fairlead, our job is to respect the personal, temper the emotional and, as your partner, help you shoulder the burden of financial planning and investing.
Our relationship begins when we sit down with you and help list and refine your expectations. With a thorough understanding of what you want to accomplish we will develop an investment strategy to help you reach your goals. In the end you will have a financial plan and investment portfolio custom tailored to you—one that’s specific to your age, risk tolerance, tax bracket and special circumstances.