Business Details
Your Trusted Partner in Financial Planning and Investment Management
At Fairway Asset Management, we believe that financial planning should be as unique as each client we serve. Our approach centers on understanding individual goals, values, and financial circumstances to create personalized strategies that simplify complex decisions. With a focus on transparency and objectivity, we guide clients through every stage of their financial journey, from building savings to retirement planning. Our team prioritizes long-term relationships, ensuring clients receive dedicated support tailored to their evolving needs.We limit client-advisor ratios to maintain exceptional service quality and accessibility. Registered with the Securities and Exchange Commission, we adhere to rigorous compliance standards while offering a complimentary discovery meeting to align our services with client expectations. Our expertise spans comprehensive financial planning, investment management, and retirement strategies designed to secure lasting financial independence.
Services
Financial Planning
Investment Management
Retirement Planning
Risk Management
Estate Planning
Details
- Year established: 2025
Highlights and features
- We offer personalized financial strategies tailored to individual client goals
- Our team maintains SEC registration and compliance expertise
- We limit client-advisor ratios for dedicated service quality
- We provide complimentary discovery meetings with no obligation
- Our approach combines investment management with comprehensive financial planning
Associations and certifications
- Securities and Exchange Commission (SEC)
- Registered Investment Adviser
What people say
Personalized retirement savings strategies
Clear financial guidance
Balanced investment approaches
Practical financial planning solutions
Client-focused methodology
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term success. We analyze clients' complete financial situations including savings goals, debt management, tax strategies, and estate planning. By developing tailored action plans, we help clients make informed decisions about budgeting, investments, and risk management while maintaining flexibility for life changes. This service is available independently for clients not meeting investment management minimums.
Investment Management
We provide active investment management with diversified portfolios aligned to individual risk tolerance and financial objectives. Our process includes risk assessment, asset allocation, security selection, and ongoing monitoring. We utilize market insights and risk management techniques to optimize returns while maintaining alignment with clients' retirement timelines and wealth-building goals through regular portfolio reviews and adjustments.
Retirement Planning
Our retirement planning service helps clients achieve financial independence through personalized strategies. We assess current financial status, define retirement visions, and develop investment approaches tailored to individual timelines. Services include selecting appropriate retirement accounts, healthcare cost planning, and creating sustainable income strategies. We also provide employee education for business retirement plans.
Risk Management
We identify and mitigate financial risks through comprehensive analysis of insurance needs and investment strategies. Our approach includes evaluating life, health, and long-term care insurance requirements while implementing portfolio diversification techniques. We help clients develop contingency plans for unexpected events while maintaining growth potential in their financial strategies.
Estate Planning
Our estate planning service ensures assets transfer according to clients' wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and power of attorney documents. The service includes charitable giving strategies and legacy planning to preserve family wealth across generations while aligning with clients' values and philanthropic goals.
People
Rebecca Frohlich
Financial Advisor
Rebecca Frohlich helps clients develop personalized retirement savings strategies. She specializes in creating balanced investment approaches that align with individual comfort levels while addressing broader financial goals. Her client-focused methodology emphasizes clear communication and practical financial planning solutions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering savings goals, retirement strategies, debt management, insurance planning, tax optimization, and estate planning tailored to individual client needs.
How do you approach investment management?
Our investment approach combines risk assessment, asset allocation, and diversified portfolio construction with ongoing monitoring to maintain alignment with clients' financial objectives and market conditions.
What retirement planning options exist for self-employed individuals?
We offer specialized retirement solutions including SEP IRAs and Solo 401(k) plans designed for self-employed professionals with higher contribution limits and tax advantages.
How do you support business retirement plans?
We assist businesses with 401(k), profit-sharing, and cash balance plans, providing fiduciary support, fund selection, participant education, and personalized investment guidance for employees.
What makes your financial planning different?
Our personalized approach focuses on complete financial picture analysis with ongoing plan adjustments, maintaining limited client-advisor ratios to ensure dedicated service quality and accessibility.
