Our Job
As families accumulate wealth, they generally start to build a team of advisors…a CPA to help with taxes, a broker to help with investments, an attorney to draft estate documents, an insurance agent to help with risk management. However, a common problem we see is that none of the advisors have the all-important job of integrating the various technical disciplines, of managing the big picture, and of driving the agenda. We rarely see wealthy families having a CFO of their growing personal wealth business. That’s what we do. As our clients’ advocates and fiduciaries, we help clients capture the benefits of integrated wealth management and coordinate the entire personal financial process.
Our clients appreciate that we understand their objectives, both financial and non-financial. They appreciate our expertise across the entire wealth management spectrum, not just in one discipline. They appreciate the reliability of us as their central point of contact. They appreciate that while their situation may be complicated, we make things simple for them to live with. These factors create a feeling of confidence that their goals are secure; their decisions are sound; they are good stewards of their wealth; and, if contingencies do occur, that we will keep their plans on track.
In summary, our job is to do the things you would do yourself, if you had the time, experience, and desire to make the management of your wealth a full-time job.
Why Fairway
Who We Are
INDEPENDENT
Fairway is an independent SEC-registered investment advisory firm founded in 2002.
FIDUCIARY
We are required to act in the best interests of our clients, always.
FEE ONLY
We work within a transparent and constructive fee-structure, focused on controlling overall costs.
OPEN ARCHITECTURE
Our approach selects managers, custodians and affiliated advisors based on the best fit for each client.
Our Services
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Recent Insights
Mark Weiskind Named to 2025 Forbes Best-In-State Advisors List
INDEPENDENCE, Ohio. (April 16, 2025) – Fairway Wealth Management is proud to announce that Mark Weiskind, CFP®, CPA/PFS, President and Co-Founder, has been ranked No. 27 on the 2025 Forbes Best-In-State Wealth Advisors list for Ohio. The annual ranking, developed by Forbes in partnership with SHOOK Research, recognizes leading financial [...]
Market Commentary 3/31/2025
By: Matt Garrott When markets are sharply up or sharply down, attention seems to focus on the one asset class that is doing the best. There is a temptation to abandon the diversified financial plan (which will never beat the best performing asset class, by definition) and load [...]
Brian Tullio Quoted in USA Today
If you sold a home in 2024, you may be eligible for certain exclusions or deductions this tax season. In a recent USA TODAY article, Wealth Manager Brian Tullio shared valuable information on how selling a home you inherited may impact your taxes. Click here for the full article.
Brian Tullio Quoted in USA Today
The purchase of your first home is often the start of a new, exciting, and memorable chapter in life. For first-time homeowners who purchased in 2024, there may be tax advantages available as tax season approaches. Wealth Manager Brian Tullio was featured in a recent USA TODAY article by Andrea [...]