Contact

Start the conversation. We’re happy to chat and help determine if we’re a good fit.

Get in Touch

Phone (216) 272-0514
Email matt@fairpointwealth.com
Location Based in the Cleveland area, serving clients across Northeast Ohio.
Meetings Most conversations are by video or phone. When an in-person meeting is useful, we can sit down over coffee in the Cleveland area or meet at your office. The first step is a complimentary 20-minute introductory call.

Email to Schedule a Call

What to Expect

The first step is almost always a complimentary 20-minute introductory conversation. You can expect:

  • A genuine discussion of your goals and current situation
  • Honest assessment of whether our specialization in equity compensation and early retirement is a strong match
  • No pressure and no obligation
  • If we are not the right fit, a referral when appropriate

Prefer to review materials first? Download the free guide on the home page or review the process and fees before reaching out.

See How We Work & Fees →

Prefer to start with information?

Download the free guide: “Can You Retire Earlier Without Letting Company Stock Create a Tax Problem?”

Download Free Guide (PDF)