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 $1.7 Billion for approximately 250 clients
  • Clients reside in Ohio, Florida, and 25 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/PFS (inactive), CFP
Founding Partner and President
Email: drg@fairwaywealth.com
mweiskindsMark S. Weiskind, CPA/PFS (inactive), CFP
Founding Partner and Vice President
Email: msw@fairwaywealth.com
cjavarelloCharles J. Avarello, CPA (inactive), CFP
Email: cja@fairwaywealth.com

Wealth Managers

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

Family Office

kcollinsKorby S. Collins, CPA
Director, Family Wealth Services
Email: ksc@fairwaywealth.com
lreifschneiderLaura A. Reifschneider
Manager, Family Wealth Services
Email: lar@fairwaywealth.com


mhintonMaria C. Hinton
Director, Operations and Client Service
Email: mch@fairwaywealth.com
mattgarrottMatthew M. Garrott, CIMA
Director, Investment Research
Email: mmg@fairwaywealth.com
Kimberly CarrKim J. Carr
Client Service Associate
Email: kjc@fairwaywealth.com