SERVICES

Fairway Wealth Management has tailored levels of services to meet the varying needs of our clients.  

In all cases, everything we do is customized…there are no models…as every client experience is unique to the specific needs and desires of each family. However, our services generally fall into one of four main buckets.

 

WEALTH MANAGEMENT

FAMILY OFFICE

FOR TRUSTS AND TRUSTEES

NEXT GENERATION

As more and more of the financial services industry claims to offer “wealth management services”, it becomes more difficult to discern the differences in advisors and who has the expertise and platform to truly deliver these personal CFO services.

In your Personal CFO, you should…

SEEK

  • Independence from financial products
  • Technicians with CPA/PFS or CFP licenses
  • Performance mindset = happy clients like you
  • Informed skepticism about investment products
  • Fees you can see and understand
  • Expertise in buying financial products
  • Those who embrace a fiduciary duty to the client

AVOID

  • Product manufacturers (brokers, banks, etc.)
  • Single-strategy money managers
  • Performance mindset = investment returns (only)
  • Promoters of ability to time the market or pick stocks
  • Free advice, apparent low fees, outrageous loads
  • Expertise in selling financial products
  • Those who avoid a fiduciary duty to the client

QUESTIONS ? ASK OUR TEAM.