Benjamin Karlo
Operations/Client Service Associate at Fairway Wealth Management LLC - Seven Hills, OH, US
Benjamin Karlo's Colleagues at Fairway Wealth Management LLC
Daniel Gaugler
We serve as Personal CFO for over 250 families with nearly $2 billion invested.
Benjamin Karlo's Contact Details
216-573-7200
Akron,Ohio,United States
Fairway Wealth Management LLC
Benjamin Karlo's Company 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.