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Fairway Wealth Management LLC

EST. AUM
$2,977,221,827

CONTACTS
6

CLIENT ACCOUNTS
322

Firm Details

Metro area Cleveland
CRD Number 311031
Website fairwaywealth.com
Client types

Overview

Fairway Wealth Management, founded in 2002 by two CPAs, specializes in meeting the needs of wealthy families through expert advisory services in wealth management, estate planning, and family office support. The firm prides itself on providing fiduciary-based, client-centered advice independent of sales or product affiliations. Their approach emphasizes lifestyle, legacy, and financial security, avoiding speculative methods like stock-picking or market timing.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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