Independence, OH – April 30, 2020– InvestmentNews has recognized Fairway Wealth Management as a 2020 Best Places to Work for Financial Advisers. Fairway was chosen as one of this year’s top-75 firms nationwide based on employer and employee surveys, evaluating company culture, benefits, career paths, and more.
“We take great pride in not only delivering outstanding service and advice to our clients, but also providing an environment for our employees to grow, succeed, and be vested in the interests of both our clients and our firm,” said Mark Weiskind, COO and one of Fairway’s founding partners. “While our employees work hard, we really emphasize a good work/life balance and want a relaxed, flexible and fun work environment.”
Brian Tullio, JD, LL.M., CFP® has joined Fairway as an Associate Wealth Manager. Brian has unique experience in several niche areas. He previously practiced law in the areas of estate planning and wealth preservation, succession planning, and taxation. He was also a planned giving attorney within the Philanthropy Institute of The Cleveland Clinic Health System. There, he specialized in philanthropic planning and advised on the estate, financial and tax implications of charitable giving strategies. Brian has his BS in Business Administration (Finance) from John Carroll University. He also holds a Juris Doctorate (JD) and Master of Laws in Taxation (LL.M.) from Capital University, and is a CFP® professional. Brian is the first JD on staff and Fairway is excited to have him as part of our team.
Independence, OH – July 22, 2019– Fairway Wealth Management, an Independence, Ohio-based wealth management firm and multi-family office, was recently named as one of the 250 top advisors in Financial Advisor Magazine’s 2019 RIA Ranking. To be eligible for this ranking, firms must be independent RIAs, provide financial planning and related services to clients, file their own ADV statement with the SEC, and have at least $50 million in assets under management as of December 31, 2019.
“It is an honor to be included in Financial Advisor’s rankings once again,” said Mark Weiskind, COO and one of Fairway’s founding partners. “Our team is committed to providing high touch, holistic counsel to the high net worth families we serve.”
Fairway Wealth Management serves approximately 220 client families in over 20 states across the U.S. Fairway advises on approximately $1.4 billion in AUM and was founded in 2002. To learn more, visit www.fairwaywealth.com. For the full ranking, please view the original report.