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
Recent Insights
Fairway Wealth Management Named in Financial Advisor Magazine’s 2022 RIA Ranking
Independence, OH – August 5 – Fairway Wealth Management, an Independence, Ohio-based wealth management firm and multi-family office, is pleased to announce the firm was once again named as one of the 250 top advisors in Financial Advisor Magazine’s 2022 RIA Ranking. “As Fairway celebrates 20 years in business this [...]
Sparkling Economic Shrinkage
By: Matt Garrott The S&P 500 was up 9.2% in July. Year-to-date, the index is down 12.6% and down 5% over the last 12 months. Bonds have taken a beating this year, too, with the Bloomberg US Aggregate Bond Index down 7.7% and muni bonds down 4.6%. Economic [...]
Celebrating 20 Years of Service… and Volatility
By: Mark Weiskind June 2022 marked 20 years since Dan Gaugler and I founded Fairway. It’s a bit humbling to think back to where we started in 2002, just the two of us in shared office space in Westlake, Ohio, with what was hopefully a good business plan…but no [...]
Market Commentary 5/31/2022
By: Matt Garrott The S&P 500 was flat in May, but managed to snap a streak of 7 negative weeks in a row. At one point, investors were less than 2% away from a bear market. The S&P 500 did briefly dip below the bear market threshold on [...]