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
Fresh Perspectives
By: Matt Garrott Through July, the S&P 500 is up 18%. While this is coming on the back of a staggered recovery from pandemic lockdown, the index hasn’t had a 5% or greater pullback in over a year. Not to jinx things, but in an average calendar year, [...]
Fairway Wealth Management Named in Financial Advisor Magazine’s 2021 RIA Ranking
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Market Commentary 6/30/2021
By: Matt Garrott Halfway through the year, the S&P 500 is up 15.25%, including dividends. Yet at times, headlines read as if the market is down 15%. Two weeks ago, the big story was how June 18th ended the worst week for the S&P 500 since February. One [...]
Fairway News
By: Mark Weiskind Clients and Friends, It has been quite a last year or so in all our lives and that has certainly been the case here at Fairway. Three major events marked our past year. The loss of Terry Waye. Our friend, colleague, advisor and generally wonderful [...]