The integration of three core factors - financial planning, investment planning, and estate planning - is the key to developing wealth strategies that maximize after-tax results.
At Fairway Wealth Management, we believe the key to successful wealth management is the development, implementation, oversight, and periodic adjustment of a thoughtful strategy that integrates three core factors that impact the actual realization of wealth over time: financial planning, investment planning, and estate planning. We also believe the ideal way to provide integrated wealth management services is to align our interests with the best interests of our clients, ensuring there are no real or perceived conflicts. To that end, Fairway Wealth Management is an independent, fee-only advisor with an open-architecture structure.
Using an integrated wealth management approach, we start by understanding each client’s current financial position and needs as well as his or her long-term financial desires and goals. We then develop a strategy where financial planning, investment planning and estate planning activities support achievement of those goals and do not work at cross-purposes with each other. Underlying the development and implementation of wealth strategies is a keen focus on optimizing after-tax effectiveness.
By becoming well informed about all of the aspects of our clients’ financial lives, developing thoughtful strategies, and providing advice, Fairway Wealth Management delivers significant value. Our clients also appreciate that once they make decisions, we serve as their single point of contact for taking action, working out the details, and keeping the momentum going. We take a leadership role in communicating with our clients’ other advisors – including attorneys, bankers, brokers, and tax accountants – and keeping all parties informed about clients’ decisions and plans. We also initiate discussions that elicit new ideas and best options for our clients’ wealth strategies. Our proactive approach saves our clients both time and money, and helps to ensure that strategies are well considered and are executed properly and efficiently.