Quick 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
 Daniel R. Gaugler, CPA/PFS (inactive), CFPFounding Partner and President Bio Email: drg@fairwaywealth.com |
 Mark S. Weiskind, CPA/PFS (inactive), CFPFounding Partner and Vice President Bio Email: msw@fairwaywealth.com |
 Charles J. Avarello, CPA (inactive), CFPPartner Bio Email: cja@fairwaywealth.com |
 Terry J. Waye, CFPPartner Bio Email: tjw@fairwaywealth.com |
Wealth Managers
K risten A. Kuzma, CFPWealth Manager Bio Email: kak@fairwaywealth.com |
 Chris Martin, CFPWealth Manager Bio Email: ctm@fairwaywealth.com |
 Dina S. Leader, CPAAssociate Wealth Manager Bio Email: dsl@fairwaywealth.com |
 Franco G. DiLiberto, CPA, CFPAssociate Wealth Manager Bio Email: fgd@fairwaywealth.com |
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Associate Wealth Manager Bio Email: bmt@fairwaywealth.com |
Specialists
 Matthew M. Garrott, CIMADirector, Investment Research Bio Email: mmg@fairwaywealth.com |
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Maria C. Hinton
Korby S. Collins, CPA
Laura A. Reifschneider
