The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of tax and estate planning policies that could [...]
INDEPENDENCE, Ohio. (July 23, 2024) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it has been named No. 30 on Financial Advisor’s 2024 Top 50 Fastest-Growing Firms list. This is the firm’s first-ever appearance on this list. The list recognizes independent RIA firms with more than $500 million in [...]
We’re excited to announce for the second straight year, our own Mark Weiskind was named on the AdvisorHub's 200 RIAs to Watch list, this year at #20! This award recognizes advisors that have assembled efficient and productive teams and have achieved scale without comprising their level of service, all while maintaining healthy rates of growth. Congratulations Mark, [...]
At Fairway, we believe our clients should be in the driver’s seat of their financial journey. We are proud of our approach to providing reliable value, allowing clients the freedom to make their own informed choices supported by our team’s skilled guidance. Our President Mark Weiskind, CFP, CPA/PFS (inactive) recently spoke with Josh Welsh at [...]
Preparing for retirement can be a challenging yet rewarding experience. At Fairway, one of our top priorities is to ensure clients are set up for success during their golden years. An important factor to consider in the process is selecting the right time to retire. Wealth Manager Taylor Papiernik, CFP® recently provided his thoughts on [...]
Loaning money to family members can be tricky if you’re not careful. Although some view it as a way to alleviate potential issues, without proper guidance, you could wind up creating new ones. Our President Mark Weiskind, CFP, CPA/PFS (inactive) spoke with Barron's and shared his thoughts on how to avoid complications when navigating intra-family [...]
INDEPENDENCE, Ohio. (April 22, 2024) – Mark Weiskind, CFP®, CPA/PFS, President of Fairway Wealth Management, was ranked No. 32 on the 2024 Forbes Best-In-State Wealth Advisors list for Ohio. The Forbes list recognizes advisors who are ahead of the curve with financial counsel and client relations. Weiskind’s high placement is a clear indicator of Fairway’s [...]
While tax implications might not be front of mind following the loss of a loved one, it’s important that advisors take into account these financial changes. Our president, Mark Weiskind, CFP, CPA/PFS (inactive), shared insights into how clients may be financially impacted by their spouse’s death in Financial Advisor Magazine. Click here for the full [...]
Clients and Friends, We couldn't be more excited to announce the promotion of Chris Martin to partner with the Firm! Chris joined Fairway in 2012 after spending several years in public accounting. Starting as an associate supporting our partners, Chris now leads the delivery of our full scope of services to about 45 client family relationships. [...]
Independence, OH – August 5 – Fairway Wealth Management, an Independence, Ohio-based wealth management firm and multi-family office, is pleased to announce the firm was once again named as one of the 250 top advisors in Financial Advisor Magazine’s 2022 RIA Ranking. “As Fairway celebrates 20 years in business this year, we are extremely proud [...]
