Fairway Wealth Management LLC

Financial Services - Seven Hills, OH, US

Fairway Wealth Management LLC Employees
Daniel Gaugler

We serve as Personal CFO for over 250 families with nearly $2 billion invested.

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Laura Reifschneider

Manager, Family Office Services

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Korby Collins

Director, Family Office Services

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Jake Yeager

Family Wealth Services Associate & Data Operations Analyst

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Fairway Wealth Management LLC Senior Management
Daniel Gaugler

We serve as Personal CFO for over 250 families with nearly $2 billion invested.

Contact Daniel Gaugler

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Fairway Wealth Management LLC Details

Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. 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 $1.2 billion in portfolio assets under management for about 180 clients in Ohio, Florida and 19 other states.

Fairway Wealth Management LLC logo, Fairway Wealth Management LLC contact details
Employees: 20 - 49
HQ: 216-573-7200
Location: Seven Hills, OH, US
Revenue: 10 - 20 Million
Wealth Management Family Office Services Financial Planning Trusts and Trustees Financial Services Financial Advisory Services
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