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
Market Commentary 9/30/2024
By: Matt Garrott Despite the usual myriad of things to worry about, market returns were strong in the third quarter. The S&P 500 gained 5.9%. The Bloomberg US Aggregate Bond Index rose 5.2%. A diversified portfolio benefitted from strong small and midcap returns as well as international equity [...]
Market Commentary 8/31/2024
By: Matt Garrott August was the seventh month this year with positive returns for the S&P 500 (April being the outlier). Up 2.4% on the month, the S&P 500 is up 19.5% on the year, including dividends. Market headlines continue to be dominated by the AI story as [...]
Dina Leader Quoted in Financial Advisor Magazine
Fairway wealth manager Dina Powers recently appeared in Financial Advisor Magazine, an RIA and financial news magazine featuring the latest trends and industry best practices. In a discussion on the benefits and drawbacks of traditional 401(k)s vs. IRA accounts, Dina noted that a client’s financial pipeline – along with their [...]
Mark Weiskind Quoted in Family Wealth Report
The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of tax and [...]