Our Mission
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Fairley Wealth Management Group focuses on individuals, small businesses, and those who want to maximize protection and leaving a legacy to their family. We use the "take off to retirement process" to help create the best possible advice for each client.
I have been a community leader, successful business owner, and wealth manager. After 27 years in aviation, my mission is to simplify your journey to where you have always imagined. I use a proven wealth management process that leverages the knowledge and expertise of other professionals.
I focus on you by an expansive discovery of your needs and goals. I then prepare a wealth management plan that will guide you through your lifelong financial decisions. If we are a good fit, we utilize a team of professionals to help create the best advice for your family. We are independent, which allows us to offer a vast array of products tailored to your goals. If you are looking for a second opinion to evaluate your current portfolio, we offer that service at no charge. Our experienced and knowledgeable staff are committed to help you every step of the way! Call us for a complimentary appointment today.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.