About Us

fairway-teamQuick Facts

  • Founded in 2002 by Dan Gaugler and Mark Weiskind, upon their spin-off from Deloitte’s Private Client Advisors unit
  • Headquartered in Independence, Ohio (Cleveland)
  • Independent, SEC-registered investment adviser (RIA)
  • Portfolios generally range in value from $2 million to $50 million
  • Advise on and/or supervise portfolio assets exceeding $1.2 Billion for nearly 200 clients
  • Clients reside in Ohio, Florida, and 21 other states
  • Believe effective wealth management requires the integration of financial planning, investing, and estate planning
  • Believe taxes are an integral and often under-appreciated factor in the planning process…emphasis on after-tax results
  • Investment philosophy is goals-based, and emphasizes maintaining an optimistic long-term view, a disciplined process, and managing those variables that are largely controllable.
  • Welcome new clients who appreciate our point of view and want a relationship with a trusted adviser who is granted permission to see their entire personal wealth enterprise; and therefore is able to offer strategic counsel and advisory team leadership.

Our People

Partners and Senior Wealth Managers

dgauglerDaniel R. Gaugler, CPA (inactive), CFP
Founding Partner and President
Bio
Email: drg@fairwaywealth.com
mweiskindsMark S. Weiskind, CPA (inactive), CFP
Founding Partner and Vice President
Bio
Email: msw@fairwaywealth.com
cjavarelloCharles J. Avarello, CPA (inactive), CFP
Partner
Bio
Email: cja@fairwaywealth.com
twayneTerry J. Waye, CFP
Partner
Bio
Email: tjw@fairwaywealth.com

Wealth Managers

Kkkuzmaristen A. Kuzma, CFP
Wealth Manager
Bio
Email: kak@fairwaywealth.com
cmartinChris Martin, CFP
Wealth Manager
Bio
Email: ctm@fairwaywealth.com
Dina LeaderDina S. Leader, CPA
Associate Wealth Manager
Bio
Email: dsl@fairwaywealth.com
Franco DilibertoFranco G. DiLiberto, CPA, CFP
Associate Wealth Manager
Bio
Email: fgd@fairwaywealth.com
Brian M. Tullio, JD, LL.M., CFP
Associate Wealth Manager
Bio
Email: bmt@fairwaywealth.com
 

Specialists

mhintonMaria C. Hinton
Director, Operations and Client Service
Bio
Email: mch@fairwaywealth.com
mattgarrottMatthew M. Garrott, CIMA
Director, Investment Research
Bio
Email: mmg@fairwaywealth.com
kcollinsKorby S. Collins, CPA
Director, Family Office Services
Bio
Email: ksc@fairwaywealth.com
lreifschneiderLaura A. Reifschneider
Senior Associate, Operations and Client Service
Bio
Email: lar@fairwaywealth.com
Kimberly CarrKim J. Carr
Client Service Associate
Email: kjc@fairwaywealth.com