Focus Financial Partners Inc., a wealth management firm, is set to acquire Fairway Wealth Management LLC, a registered investment adviser based in Independence, subject to customary closing conditions. Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.
Co-founders Dan Gaugler and Mark Weiskind established Fairway in 2002 to provide high and ultra-high net worth individuals and families with comprehensive wealth management and family office services. Fairway's fee-only model utilizes deep functional and product expertise to deliver integrated planning and investing capabilities that seek to optimize after-tax outcomes. Fairway complements this approach with family office services to assist its clients with cash flow and other personal financial management needs. Fairway also serves as an independent investment adviser to trusts.