Fairway Wealth Management
Financial Services • 
Independence, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 6055 Rockside Woods Blvd., Suite 330, Independence, Ohio 44131, US |
| Phone number | +1441312317 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Wealth Management, Financial Planning, Family Office Services, Trusts And Trustees |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at Fairway Wealth Management
Shawn Hapanowicz
Director, Business Development
Mark Weiskind
Managing Director
_Matthew Garrott
Director, Investment Research
Fairway Wealth Management Email Formats
Fairway Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fairwaywealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fairwaywealth.com | 66.7% |
{first name}{last name} | johndoe@fairwaywealth.com | 33.3% |
About Fairway Wealth Management
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 revenue & valuation
| Annual revenue | $6,400,000 |
| Revenue per employee | $305,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Fairway Wealth Management has 13 employees across 5 departments.
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Number of employees
Funding Data
Fairway Wealth Management has never raised funding before.
Fairway Wealth Management Tech Stack
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Canada
United Arab Emirates
Australia
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Frequently asked questions
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