Fairway Wealth Management

Fairway Wealth Management

Fairway Wealth Management began operations in 2002 when Dan Gaugler and Mark Weiskind left Deloitte to establish an independent multi-family office. The founders built the firm around a fiduciary mandate that combines financial planning, tax optimization and investment oversight for clients located in 28 states. The firm allocates across private equity, private credit, real estate, hedge funds, commodities and fund-of-funds vehicles. It maintains leasehold offices in Independence, Ohio and London. Confirmed holdings include its role as general partner of Private Co-Investment Opportunities II, LP and oversight of a related private credit manager. Geographic exposure centers on North America with indicated reach into Europe and Asia. Client assets have been reported at varying levels including $1.92 billion and more than $2.2 billion in separate records. The firm employs wealth managers who participate in local professional networks such as the Estate Planning Council of Cleveland and the Financial Planning Association of Northeast Ohio. In 2025 Mark Weiskind appeared on the Forbes Best-In-State Wealth Advisors list. Fairway operates as a subsidiary within the Focus Financial Partners network, which itself sits under indirect ownership by Clayton, Dubilier & Rice and Stone Point Capital. This affiliation supplies scale for technology and compliance while the firm retains day-to-day investment discretion over client portfolios.