Tech-enabled personal service
We take the time to transform your future.
Private wealth management for high-net-worth families, individuals, and business owners — white-glove advice, joined to the planning tools the next generation already expects.
The firm
Family-focused fiduciaries, across generations.
Fairscale Capital is a private wealth management firm specializing in the complex needs of high-net-worth families, individuals, and business owners. We manage multi-asset-class portfolios, rigorously model long-term planning needs, and integrate with our clients on a deeper level. We transform the client experience with appropriate fees, custom reporting, calculated decision-making, and a white-glove level of service — now with a Client Office you can actually use between meetings.
The Client Office
High-touch advice. Self-serve where it should be.
Next-generation households want a relationship and a console. Scenario modeling, tax projections, and multi-gen reporting live here — with every AI draft marked for human review before it goes anywhere.
Self-serve
Scenario modeling
Retirement age, spending, equity mix, gifts to the next generation — see the path before the family meeting.
Open tool
With oversight
Tax projections
Multi-year ordinary, long-term gain, and NIIT views, plus tax-loss harvesting insights an advisor still signs.
Open tool
Multi-gen
Legacy reporting
A household map across three generations: trusts, annual gifts, and what is actually funded.
Open toolAI that drafts. Advisors who decide.
Quarterly letters, tax-loss harvesting insights, and document organization — generated on request, queued for review, never released without a person.
Practice
What we hold for families
Leadership
Seasoned fiduciaries who still pick up the phone.
Investment management
Active, passive, and multi-factor portfolios built to a family’s facts.
Wealth planning
Exhaustive modeling — cash flow, tax, estate, and the decisions in between.
Family services
Next-gen education, governance, and the quiet work of keeping a family aligned.
Divorce
Modeling, valuation, and white-glove counsel through complex settlements.
Consulting
A second set of eyes for boards, family offices, and institutional portfolios.
Investing
Due diligence in place of emotion.
Fairscale offers active, passive, and multi-factor portfolio management. Our investment selection process is rigorous; philosophy is customized to each family. Emotion is removed from the decision and replaced with due diligence, multi-factor asset allocation, risk management, and discipline — matched to sophisticated financial planning.
Custodied at Charles Schwab, with BlackDiamond reporting, eMoney planning, and access to private markets through iCapital and Crystal Capital.
Leadership
A new breed of advisor.
Jeffrey N. Williams, CFP® and Dyllin L. Moulton lead the firm as managing members, with Alexander J. Thompson as Senior Private Wealth Associate. Ask Jeffrey about fees. Ask Dyllin what it means to be a new breed of advisor. Ask Alex about the transformative client experience.
Meet the partnersReady for a deeper conversation?
402 Amherst Street, Suite 203 · Nashua, NH · 603.318.7337