Fairway Wealth Management LLC
Office phone +1 216-573-****
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Homepage http://www.fairwaywealth.com
LinkedIn Profile https://linkedin.com/company/fair***th-manag***
HQ Location
United States , Ohio, Independence:6055 Rockside Woods Blvd N #330, Independence, OH 44131
Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. Serving as a personal CFO, our expert advice and advisory team leadership helps clients enjoy their wealth…in lifestyle, legacy, and peace of mind. We pride ourselves on leadership, service, and the ability to deliver reliable value to our clients...value powered by expertise and effort; not predictions, stock-picking, or market timing.
As completely independent advisers, we are the antidote to the mostly product-dominated financial services world. We owe our clients a fiduciary duty and are experts at buying financial products, while not being compensated in any way for selling them.
Our firm advises on over $900 million in portfolio assets under management for about 125 clients in Ohio, Florida and 16 other states.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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