Mission
Intelligent financial planning
Obtaining a tailored, custom-made financial plan that adopts a comprehensive approach, encompassing every facet of your financial journey.
01
Wealth Advisory
We firmly believe in acknowledging the individuality of each client's circumstances. Your portfolio isn't just a generic template; it's meticulously crafted to align with your distinct return objectives, risk appetite, time horizon, income requirements, legacy aspirations, and other personal variables. Our commitment extends to delving deep into your entire financial landscape, encompassing assets, liabilities, revenue streams, tax implications, and beyond. Armed with this comprehensive understanding, our advisors adeptly transform it into a bespoke wealth management blueprint tailored specifically to your needs and aspirations.
02
Retirement Planning
Retirement isn't a compromise on lifestyle; it's an opportunity for strategic financial planning. Our approach at Fairway ensures that your post-career years are marked by smart spending, tax optimization, and potential growth. We specialize in crafting tax-efficient withdrawal plans, managing risks, and optimizing asset allocation. With Fairway guiding you, your retirement funds work diligently, mirroring the dedication you invested in your career.
03
Alternative Investments
Empower yourself with original investment concepts sourced through your own ideas and mutual research. Our Fairway Custom Funds team stands ready to collaborate, facilitating the creation, launch, and management of tailored alternative investment opportunities. Whether you're considering single-manager or multi-manager funds, our expertise is exclusively dedicated to advisors within your network, ensuring a bespoke approach to meet your unique needs.
Solutions
Ready to join the Fairway
community?
Experience the difference that a modern, personalized approach to wealth management can make for your financial future.
Join our community of high net worth clients and enjoy a robust platform of investment opportunities, dedicated financial advisors, and state-of-the-art technology designed to help you preserve and grow your wealth.
What We Provide
01
Client Commitment
We believe in strong, lasting relationships that are earned with candor, creativity, practicality and thoughtfulness. In select circumstances, we will commit our own funds to recognize our belief in our client's future.
02
Singular Attention
Our senior partners are intimately involved in all aspects of a client engagement and our client support professionals ensure seamless execution.
03
Objective Advice
We provide objective advice unencumbered by potential conflicts inherent in underwriting, trading, lending and funds management.
04
Independent Approach
We are wholly owned by our partners and employees and have built our firm based on the values of fairness, respect and high personal standards of integrity and excellence.
05
Access to exclusive private deals
Fairway offers a range of alternatives like private funds and real assets, and will continue to grow into exciting new investment opportunities.