Firm Updates – Investing in Your Future
Clients/Friends,
Over the past year, we’ve made several investments designed to strengthen the advice, continuity, and long-term support we provide to you and your family. We wanted to share a few updates on how Fairway continues to evolve in service of those goals.
Strengthening Leadership
An important part of this chapter has been the continued development of our leadership team. We’re proud to share that Brian Tullio, JD, LL.M, CFP®, and Dina Leader Powers, CPA, CFP®, have been promoted to Partner of Wealth Advisory Services, growing the partnership group to six. These promotions reflect the leadership our clients already experience from Brian and Dina and further strengthen the depth and continuity of our team.
Brian joined the firm in 2020 with a background in estate law. In addition to managing the advisory relationship with clients primarily in the corporate executive and professional services space, Brian has been named the firm’s new Chief Compliance Officer.
Dina joined Fairway in 2016 after a career in tax with Deloitte. She focuses her time advising executives, entrepreneurs, retirees and other high-net-worth clients managing all facets of their financial lives.
Refreshed Brand and Website
We are pleased to introduce an updated brand and website that more clearly reflects who Fairway is today. After nearly 25 years in business, this refresh began with a simple goal: to create a more consistent, modern experience across our website and digital communications. As we worked through that process, it became clear that our brand should more fully represent the way we serve our clients.
Fairway has always been built around service, transparency, and the ability to simplify complex financial decisions. Our updated visual identity and FWM monogram are designed to reflect those principles while reinforcing what matters most to us: our people, our relationships, and the long-term leadership, coordination, and results we provide to the families we serve. Along with the refreshed look, our updated website is designed to be clearer, more intuitive, and easier to navigate, providing a better way for clients and prospective clients to understand our approach and the breadth of services we offer.
Investments in Your Experience
In addition to enhancing our leadership team and visual brand identity, Fairway continues to invest in our team, our technology, and our resource capabilities as we look to further enhance the client experience and help our team deliver an even higher level of service.
- Next-Gen Support: We have added three associate advisors to support our advisory teams and help assist with our growing network of next-gen clients.
- Enhanced Planning: We have transitioned our financial planning software to eMoney, strengthening our ability to dynamically review and assess financial decision-making models.
- Family Office Expansion: We joined the Family Wealth Alliance to support a 2026 expansion of our family office service capabilities.
- Upgraded Portfolio Management Platform: Looking ahead to mid-2026, we will be upgrading our portfolio management system. The new platform will provide enhanced ability to track alternative investments, improved client reporting, a more robust client portal, and the ability for you to view your entire financial picture on the platform as opposed to being limited to only portfolio-level data. We will handle all the details of this upgrade to ensure a seamless experience for you.
We are grateful for the trust you place in our team and look forward to continuing to serve you and your family. As always, please don’t hesitate to reach out if you have questions or would like to discuss any of these updates in more detail.
Warm regards,
The Fairway Team
