Fairway Wealth Management LLC

Matthew Garrott is a financial advisor at Fairway Wealth Management LLC in Independence, Ohio, holding a Series 66 credential with five years of industry experience. He has been with Fairway Wealth since 2020 and was previously with Fairway Wealth Management from 2006 to 2020. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Carter Mc Abier is a financial advisor at Fairway Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Cerity Partners, Parker Hannifin, and The Ohio State University Golf Club. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated financial and investment planning with a focus on tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Mark Weiskind is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, currently serving in a multi-team firm based in Independence, Ohio. Fairway Wealth Management primarily advises high-net-worth individuals and families, providing integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and offering specialized advice for held-away retirement and plan accounts.

Franco Di Liberto is a CFP® professional with five years of industry experience. He has worked at Fairway Wealth Management LLC since 2017 and previously at Hobe & Lucas from 2013 to 2017. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Brian Tullio is a CFP® professional with five years of industry experience, currently serving as an advisor at Fairway Wealth Management LLC since 2020. Prior to joining Fairway, he worked at Cleveland Clinic Foundation from 2016 to 2020. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis.

Blake Rudy is a financial advisor at Fairway Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Fairway, he held various roles in hospitality and retail, including positions at Lakewood Country Club, Mirabel Golf Club, and West 82 Food Court. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes a fiduciary approach with customized, tax-aware asset allocation strategies and manages a significant portion of assets on a non-discretionary basis.

Alex Canitano is a financial advisor at Fairway Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Fairway in 2023, he worked at Jonathan Rose Companies LLC from 2021 to 2023. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Kristen Kuzma is a CFP® professional with 9 years of industry experience, currently serving at Fairway Wealth Management LLC. She has been with the Fairway organization in various capacities since 2007. Outside of her advisory role, Kristen operates a handmade jewelry business called Cleveland Accents, creating and selling pieces at craft shows and online. Fairway Wealth Management primarily advises high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes a fiduciary approach with customized, tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Charles Avarello is a CFP® professional with 14 years of experience in financial advisory. He has been with Fairway Wealth Management since 2011, currently serving at Fairway Wealth Management LLC. The firm primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. Fairway emphasizes a fiduciary approach with customized, tax-aware asset allocation and coordinates third-party managers, ETFs, and private funds to meet client needs.

Daniel Gaugler is a CFP® and PFS™ professional with 23 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, initially at Fairway Wealth Management and continuing with Fairway Wealth LLC since 2020. The firm primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. Fairway emphasizes fiduciary responsibility, customized tax-aware asset allocation, and coordinates third-party managers, ETFs, and private funds, with a significant portion of assets managed on a non-discretionary basis.

Taylor Papiernik is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fairway Wealth Management LLC. He has held roles at various Sequoia-affiliated firms from 2016 to 2023. Fairway Wealth Management primarily advises high-net-worth individuals and families, providing integrated wealth management, family office, and estate planning services with a focus on customized, tax-aware asset allocation and cash-flow strategies.

Daniel Shomper is a CFP® professional with five years at Fairway Wealth Management LLC and a total of two years of industry experience. His prior roles include positions at Wealth Impact Advisors and involvement with The University of Akron. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated financial, investment, and estate planning with a fiduciary approach, managing a significant portion of assets on a non-discretionary basis while offering customized, tax-aware strategies.

Vincent Di Giacomo is a financial advisor at Fairway Wealth Management LLC in Independence, OH, holding a Series 65 credential with two years of industry experience. Prior to joining Fairway Wealth Management in 2021, he worked in education and had roles at Prestwick Country Club and United Parcel Service. He has occasionally assisted with event and dinner service tasks at Prestwick Country Club. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes customized, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and coordinating with third-party managers and affiliated platforms.

Christopher Martin is a CFP® professional with eight years of experience in financial advising. He has been with Fairway Wealth Management LLC and its predecessor firm since 2012. Fairway Wealth Management primarily serves high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.