Fairway Wealth Management has tailored levels of services to meet the varying needs of our clients.
In all cases, everything we do is customized…there are no models…as every client experience is unique to the specific needs and desires of each family. However, our services generally fall into one of four main buckets.
As more and more of the financial services industry claims to offer “wealth management services”, it becomes more difficult to discern the differences in advisors and who has the expertise and platform to truly deliver these personal CFO services.
In your Personal CFO, you should…
Independence from financial products
Technicians with CPA/PFS or CFP licenses
Performance mindset = happy clients like you
Informed skepticism about investment products
Fees you can see and understand
Expertise in buying financial products
Those who embrace a fiduciary duty to the client
Product manufacturers (brokers, banks, etc.)
Single-strategy money managers
Performance mindset = investment returns (only)
Promoters of ability to time the market or pick stocks