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Fairway Wealth Management LLC

Headquartered in INDEPENDENCE, OH

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Firm Information

Fairway Wealth Management LLC is an independent wealth management firm based in Independence, OH. They provide a range of services to high-net-worth individuals, corporations, and other businesses, including financial planning, credit and cash management, insurance solutions, and portfolio management. They manage over $2.3 billion in assets, with a strong focus on personalized investment strategies and a commitment to building long-term client relationships.

Fairway Wealth Management LLC

6055 ROCKSIDE WOODS BLVD.

INDEPENDENCE, OH 44131

$2.35B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FAIRWAY WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

INDEPENDENCE, OH

Advisors at Fairway Wealth Management LLC

View All 14 Advisors
Unclaimed
Kristen April Kuzma

CFP®, RA

Independence, OH

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Alex Canitano

RA

INDEPENDENCE, OH

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Franco Diliberto

CFP®, RA

Independence, OH

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Unclaimed
Dina S Leader

CFP®, RA

Independence, OH

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Unclaimed
Daniel Raymond Gaugler

CFP®, PFS®, RA

Independence, OH

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Unclaimed
Christopher Thomas Martin

CFP®, RA

Independence, OH

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Unclaimed
Daniel S Shomper

CFP®, RA

INDEPENDENCE, OH

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Unclaimed
Matthew Mc rae Garrott

RA

Independence, OH

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Disclosures

There are no public disclosures for Fairway Wealth Management LLC.

Frequently Asked Questions (8)

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