FIRM PROFILE

Fairway Wealth Management is an independent, fee only, boutique firm, focused on the delivering 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 trust advisor who is granted permission to see their entire personal wealth enterprise; and therefore is able to offer strategic counsel and advisory team leadership. 

250+

Fairway serves over 250 clients

$1.8 Billion+

Assets Under Management

$6 Million +

Average client portfolio value

27

Fairway has clients in 27 states across the country

130

The sum of years Fairway’s employees have spent at the firm. Retaining great people who believe in our approach is key to our success

18

Advanced credentials held by our employees including CFP, 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.

QUESTIONS ? ASK OUR TEAM.

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