Daniel R. Gaugler — We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth

Daniel R. Gaugler — We serve as Personal CFO for over 250 families with nearly $2 billion invested. · Fairway Wealth · Independence, Ohio, United States.

Direct contact

No direct contact on file for Daniel yet.

About

I serve as Investment Advisor and Personal CFO for families seeking trusted leadership, expertise, independence, and a proactive process for managing their wealth.

Experience

We serve as Personal CFO for over 250 families with nearly $2 billion invested.Current
Fairway Wealth Management LLC · Cleveland, Ohio and Naples, FL
Jun 2002 – Present
Fairway Wealth Management was founded in 2002 to serve the complex and continuing needs of wealthy families. We maximize their resources and time by providing personalized advice, integrated services, and advisory team leadership. We run a goals-based planning and mangement process so families can fully enjoy their wealth…in lifestyle, legacy, and peace of mind. Our value proposition is exceptional and reliable because it is powered by expertise, controllable variables, and effort; not predictions, stock-picking, or market timing.
Senior Manager, Private Client Services
Deloitte Tax LLP
1996 – 2002

Education

John Carroll University — BSBA, Accounting · 1982 – 1986
Cleveland State University — MBA, Finance · 1990 – 1993

Skills

InvestmentsWealth ManagementStrategic Financial Planning

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