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Fairway Wealth Management LLC

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Fairway Wealth Management LLC

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Quick Facts

   Founded in 2002 by Dan Gaugler and Mark Weiskind, upon their spin-off from Deloitte’s Private Client Advisors unit
   Headquartered in Independence, Ohio (Cleveland)
   Independent, SEC-registered investment adviser (RIA)
   Portfolios generally range in value from $2 million to $50 million
   Advise on and/or supervise portfolio assets exceeding $1.1 Billion for nearly 200 clients
   Clients reside in Ohio, Florida, and 20 other states
   Believe effective wealth management requires the integration of financial planning, investing, and estate planning
   Believe taxes are an integral and often under-appreciated factor in the planning process…emphasis on after-tax results
   Investment philosophy is goals-based, and emphasizes maintaining an optimistic long-term view, a disciplined process, and managing those variables that are largely controllable.
   Welcome new clients who appreciate our point of view and want a relationship with a trusted adviser who is granted permission to see their entire personal wealth enterprise; and therefore is able to offer strategic counsel and advisory team leadership.

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