Fairvoy Private Wealth

Fairvoy Private Wealth Charting your financial path begins with Fairvoy Private Wealth.

Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.

Markets continued their summer momentum, with the S&P 500 gaining 2.7% and reaching a new all-time high. Strength extend...
09/02/2026

Markets continued their summer momentum, with the S&P 500 gaining 2.7% and reaching a new all-time high. Strength extended across stocks, while bonds also posted modest gains despite rising Treasury yields.

As investors continue to navigate interest-rate uncertainty, geopolitical headlines, and the ongoing AI investment boom, August showed that markets can remain resilient amid a shifting economic landscape.

Read our full September newsletter here: https://fairvoypw.com/sept26monthlynewsletter/

If something happened to you tomorrow, would your family know what to do? A clear estate plan turns uncertainty into con...
08/31/2026

If something happened to you tomorrow, would your family know what to do? A clear estate plan turns uncertainty into confidence for the people you love.

Get monthly insights from our team: https://fairvoypw.com/social_media_contact/

Retirement planning isn’t just about your average investment return, it’s also about when those returns happen.Sequence ...
08/28/2026

Retirement planning isn’t just about your average investment return, it’s also about when those returns happen.

Sequence of returns risk can have a significant impact on a retirement portfolio, particularly when withdrawals begin. Our latest article explains why the first several years of retirement can matter so much and how thoughtful withdrawal strategies can help manage this risk.

Read the full article: https://fairvoypw.com/retirement/sequence-of-return-risk/

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
08/26/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

https://fairvoypw.com/estate_planning/estate_planning_overview/ -ep-willtrust

Does your spending today reflect the life you want tomorrow? Small daily choices add up to define your long-term financi...
08/24/2026

Does your spending today reflect the life you want tomorrow? Small daily choices add up to define your long-term financial picture.

Want thoughtful insights like this in your inbox? Join our list: https://fairvoypw.com/social_media_contact/

Happy (day early) Birthday to Ashley Davis! 🎉As our Chief Financial Officer, Founding Partner, and Senior Private Wealth...
08/21/2026

Happy (day early) Birthday to Ashley Davis! 🎉

As our Chief Financial Officer, Founding Partner, and Senior Private Wealth Advisor, Ashley plays an invaluable role in the continued growth and success of Fairvoy Private Wealth. Ashley brings tremendous leadership, expertise, and dedication to everything she does, and we’re thankful for all she does for our clients and our team.

Happy Birthday, Ashley! 🥳 We hope your day is filled with plenty of celebration!

https://fairvoypw.com/about-us/our-team/

At Fairvoy, we believe some of the best moments happen outside the office. On Tuesday, we enjoyed an afternoon of Mahjon...
08/20/2026

At Fairvoy, we believe some of the best moments happen outside the office. On Tuesday, we enjoyed an afternoon of Mahjong with some of the incredible women in our community. 🀄️

From learning the basics to sharing plenty of laughs, it was a wonderful afternoon of connection and fun. Thank you to everyone who made the event so special!

The market’s recent strength isn’t just about optimism, it’s being supported by real earnings growth. While analysts typ...
08/18/2026

The market’s recent strength isn’t just about optimism, it’s being supported by real earnings growth. While analysts typically lower expectations over time, earnings forecasts for 2026 and 2027 are moving in the opposite direction, with estimates continuing to rise.

The outlook remains strong, but higher expectations also raise the bar. For long-term investors, the key takeaway is simple: over time, prices follow earnings, not headlines.

Read our August Chart of the Month for more insights: https://fairvoypw.com/august-2026-chart-of-the-month/

If you retired tomorrow, would your income last as long as you do? It's one of the most important questions in retiremen...
08/17/2026

If you retired tomorrow, would your income last as long as you do? It's one of the most important questions in retirement planning — and one many people haven't fully answered.

Want thoughtful insights like this in your inbox? Join our list: https://fairvoypw.com/social_media_contact/

Address

One Perimeter Park South, Suite 300 S
Birmingham, AL
35243

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3:30pm

Telephone

+12055786250

Website

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