Fairway Wealth LLC
Fairway Wealth LLC, operating as Fairway Wealth Management, is an independent, fee-only, SEC-registered investment advisory and consulting firm headquartered in Independence, Ohio. Founded originally in 2002, the firm was acquired by Focus Financial Partners, LLC in December 2020. As of 2025, Fairway Wealth Management serves primarily high net worth individuals, families, and related entities, with a team of approximately 22 employees, delivering comprehensive wealth management, financial planning, and investment advisory services.
Investment Strategy
Fairway Wealth Management provides customized investment management and advisory services with an emphasis on long-term wealth preservation and growth. The firm builds highly tailored portfolios aligned with client goals, risk tolerance, time horizon, and tax considerations. Fairway offers both discretionary and non-discretionary portfolio management, and its approach typically blends traditional equity, fixed income, and alternative investment options. The firm focuses on serving high net worth individuals, providing strategic financial planning that integrates investment allocation, retirement planning, tax optimization, and estate planning strategies.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 9.23% | $28.9M | 50,814 | $481.24 | $568.03 | +$5.4M |
Q QQQ | POWERSHARES QQQ TR | 7.45% | $23.3M | 42,213 | $496.62 | $551.64 | +$9.0M |
R RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 7.37% | $23.1M | 126,847 | $173.36 | $181.74 | +$9.1M |
D DLN | WISDOMTREE LARGE CAP DIVIDEND | 6.88% | $21.5M | 261,991 | $73.61 | $82.14 | +$960.8K |
I IVV | ISHARES S&P 500 INDEX | 6.57% | $20.6M | 33,106 | $493.65 | $620.90 | +$2.2M |