Fairway Wealth Management Llc
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.
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Verified contacts
24
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
260
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- MW
Mark Weiskind
Managing Director · General Business & Management
EmailPhone - MG
Matthew Garrott
Director, Investment Research · Finance & Accounting
EmailPhone - SH
Shawn Hapanowicz
Director, Business Development · Sales & Business Development
EmailPhone - BT
Brian Tullio
Wealth Manager · Finance & Accounting
EmailPhone - LR
Laura Reifschneider
Manager, Family Office Services · Finance & Accounting
EmailPhone - TP
Taylor Papiernik
Wealth Manager · Finance & Accounting
EmailPhone - AC
Alex Canitano
Associate Wealth Manager · Finance & Accounting
EmailPhone - DL
Dina Leader
Wealth Manager · Finance & Accounting
EmailPhone - SR
Susan Rice
Office Manager · Operations
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Fairway Wealth Management Llc
14 distinct titles indexed · top 10 shown.
- 5wealth manager
- 2associate wealth manager
- 2client services associate
- 2managing director
- 1director, business development
- 1director, investment research
- 1family wealth services associate & data operations analyst
- 1manager, family office services
- 1marketing
- 1office manager
- +4more titles
Sign up to unlock all 24 contacts at Fairway Wealth Management Llc
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