Services offered by Fairway Wealth Management

Client Service Philosophy

We provide financial peace of mind for wealthy families through a proven platform of comprehensive planning, personalized strategies and exceptional service.

Objectives

We treat your money with respect.

Guarding your nest egg is our most important task. We also want to make it grow, by reducing your investment costs and increasing your after-tax returns.

Preservation of capital

Maximizing rates of return

Minimizing taxes

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Our Approach

Through a consistent and continuous investment process, we coordinate the specialists, knowledge and resources to manage wealth.

1. Discover

Understanding your financial goals, potential obstacles and preference
Identifying your interests in our High Net Worth (HNW) services beyond investing
Gathering documentation
Opening dialogues with your accountant and attorney, if required

2. Propose

Personalized financial plan
Investment portfolio
HNW client services
Implementation and transition schedule
Working together - briefings and reviews

3. Implement

Initiate the financial plan
Phase in the investment recommendations
Enroll in HNW services
Send transfer forms, consolidate assets
Review the forthcoming client statement

4. Monitor

Monitor progress according to the plan
Adjust the plan and investments when needed
Inform you, your accountant and attorney of anything you should be aware of
Help you navigate your options of complex wealth

Our Promise to You

Meet with you to develop an investment and financial plan that’s all about you.
Build the plan and investment portfolio(s) and monitor them regularly to ensure you’re on track.
Communicate with you regularly throughout the year. Reviews and regular communication is our top priority as a team.
Provide you with our weekly Market Observer to keep you aware of important news, deadlines, and information about our team.
Ensure someone is always available to help you, just one of the many benefits of having a large team.