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
Franco DiLiberto Quoted in GOBankingRates
Wealth accumulation often comes at a cost: higher taxes. However, there are ways investors with over $500k can lower their tax burden while growing their wealth. Manager of Wealth Management Services Franco DiLiberto shared insight into direct indexing and tax-loss harvesting as tax strategies for the wealthy. “Tax-loss harvesting involves [...]
Dina Leader-Powers Quoted in GOBankingRates
Tax season has begun! While the deadline to file isn’t until April 15, take the time now to get prepared so you can avoid any unnecessary stress. Wealth Manager Dina Powers shared with GOBankingRates some of her recommendations for tax season preparation. “Create both electronic and paper folders to collect [...]
Dina Leader-Powers Quoted in Bankrate
With January coming to a close, many Americans are receiving tax documents (such as W-2 forms) due to them at the end of the month. And as they prepare to file, at Fairway, we know most taxpayers are considering the credits and deductions available to them – from the earned [...]
Market Commentary 12/31/2024
By: Matt Garrott What Happened in 2024 The S&P 500 gained 25% including dividends in 2024, its second 25%+ calendar year in a row. The S&P 500 is up 72% from the bottom of the bear market in 2022. Returns haven’t been without setbacks, though. We’ve seen a [...]