FIRM PROFILE
Fairway Wealth Management is an independent, fee-only, boutique firm, focused on delivering of high touch services to a select group of private families. We welcome new clients who appreciate our point of view and want a relationship with a trusted advisor who is granted permission to see their entire personal wealth enterprise; and therefore is able to offer strategic counsel and advisory team leadership.
265+
Fairway serves over 265 clients
$2.2 Billion+
Assets Under Management
(as of January 2024)
$8 Million +
Average client portfolio value
28
Fairway has clients in 28 states across the country
150+
The sum of years Fairway’s employees have spent at the firm. Retaining great people who believe in our approach is the key to our success
20
Advanced credentials held by our employees include the CFP® certification, CPA, PFS, CIMA, JD and LL.M.
We believe there are certain characteristics that are musts in order for a firm like Fairway to serve in that truly objective role as personal CFO:
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.
OPEN ARCHITECTURE
Our approach selects managers and custodians based on the best fit.