Our Job
As families accumulate wealth, they generally start to build a team of advisors…a CPA to help with taxes, a broker to help with investments, an attorney to draft estate documents, an insurance agent to help with risk management. However, a common problem we see is that none of the advisors have the all-important job of integrating the various technical disciplines, of managing the big picture, and of driving the agenda. We rarely see wealthy families having a CFO of their growing personal wealth business. That’s what we do. As our clients’ advocates and fiduciaries, we help clients capture the benefits of integrated wealth management and coordinate the entire personal financial process.
Our clients appreciate that we understand their objectives, both financial and non-financial. They appreciate our expertise across the entire wealth management spectrum, not just in one discipline. They appreciate the reliability of us as their central point of contact. They appreciate that while their situation may be complicated, we make things simple for them to live with. These factors create a feeling of confidence that their goals are secure; their decisions are sound; they are good stewards of their wealth; and, if contingencies do occur, that we will keep their plans on track.
In summary, our job is to do the things you would do yourself, if you had the time, experience, and desire to make the management of your wealth a full-time job.
Why Fairway
Who We Are
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, focused on controlling overall costs.
OPEN ARCHITECTURE
Our approach selects managers, custodians and affiliated advisors based on the best fit for each client.
Our Services
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Recent Insights
Mark Weiskind Quoted in Family Wealth Report
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 [...]
Brian Tullio Quoted in GOBankingRates
With summer winding down, the end of the year is right around the corner! Now is the perfect time to start year-end tax planning. At Fairway, we’re here to help prepare you for next year’s taxes and guide you toward better financial outcomes. Wealth Manager Brian Tullio was recently featured [...]
Fairway Wealth Management Ranked #30 on 2024 Financial Advisor Top 50 Fastest-Growing Firms List
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 [...]
Mark Weiskind Named as an AdvisorHub Top 200 RIA Advisor to Watch 2024
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 [...]