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.
Who We Are
Fairway is an independent SEC-registered investment advisory firm founded in 2002.
We are required to act in the best interests of our clients, always.
We work within a transparent and constructive fee-structure, focused on controlling overall costs.
Our approach selects managers, custodians and affiliated advisors based on the best fit for each client.
Time for the Family
By: Matt Garrott Year-to-date, markets are still mostly down. The S&P 500 is down 13.1% through the end of November and the Bloomberg US Aggregate Bond Index is down 12.6%. November itself was a positive month, however. The S&P 500 gained 5.6% while the Bloomberg US Aggregate Bond [...]
Market Commentary 10/31/2022
By: Matt Garrott By the time the time you read this, the midterm elections will be over and the votes counted (at least most of them). Longtime clients know that our advice is to keep politics separate from your portfolio. The Dow Jones Industrial Average had its best [...]
Estate Planning in a High-Interest Rate Environment
By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest rate increases [...]
Market Commentary 9/30/2022
By: Matt Garrott The S&P 500 was down 9.2% for the month, down 4.9% for the quarter, and is down 23.9% year-to-date. The dollar hit parity with the Euro while the joke of the moment is that the British Pound is now only worth 15 ounces. The 10-year [...]