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Mark Weiskind, CFP, CPA/PFS (inactive) — Managing Director · Fairway Wealth · Independence, Ohio, United States.
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About
I am a co-founder and one of the senior wealth managers for Fairway Wealth Management. I helped found the firm in 2002 so we could provide world-class, high-touch, completely independent and objective advice to our clients. That's my passion...building relationships and delivering valuable service and advice to clients. These are clients who have had success, built up a sizable net worth, and now face the ever growing responsibility of managing that wealth. To manage that wealth well requires an adviser who is completely independent and objective and unlike most in the financial services industry, receives compensation only from the client; has the analytical skills and expertise to integrate all aspects of the client's financial situation (investments, taxes, estate, risk management, debt management, etc); and has the leadership skills and integrity to deliver those services in a manner clients can trust and understand.
That's what I love to do, to serve as the "personal CFO" or financial quarterback to clients that need and truly value the counsel our firm delivers.
Besides serving clients, I also oversee the firm's operations, am our Chief Compliance Officer and sit on the firm's Investment Committee.
When I'm not working, I enjoy playing tennis, golf and softball; I read a lot; I'm an avid and ever-frustrated Cleveland sports fan.; and I spend as much time as I can with my wife and two wonderful daughters.
Experience
Managing DirectorCurrent
Fairway Wealth Management LLC
Jun 2002 – Present
I am one of the founding partners of Fairway Wealth Management. For over 20 years, I have been providing investment advisory and integrated wealth management services for high net worth families and fiduciaries. I currently serve as lead adviser for approximately fifty of Fairway’s clients and serve as the Chief Operations Officer and Chief Compliance Officer for the firm.
Senior Manager/CPA
Deloitte · Cleveland, OH
1993 – 2002
After serving as a staff and then senior auditor from 1993-1996, I moved into Deloitte's Private Client business unit in 1997. From there, I really launched into my career as an advisor to high net worth clients and families.
Education
Skills
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