Fairway Wealth Management
Overview
Established in 2002, Fairway Wealth Management serves as a personal CFO and multi-family office for affluent families, providing comprehensive wealth management services. The firm integrates financial planning, investment management, and tax planning to address the complex needs of its clients. As of February 2026, Fairway manages over $3 billion in assets for approximately 300 families across more than 30 states. Operating as a fee-only fiduciary, Fairway emphasizes transparency and client-centric services. The firm's investment approach spans various asset classes, including fixed income, private equity, real estate, and venture capital, catering to diverse client portfolios. Fairway's team comprises professionals with advanced credentials such as CFP®, CPA, PFS, CIMA, JD, and LL.M., ensuring a high level of expertise in wealth management. In recognition of its growth and service excellence, Fairway has received accolades such as being ranked No. 30 on Financial Advisor's 2024 Top 50 Fastest-Growing Firms list and No. 135 on Forbes' 2025 Top RIA Firms list. These honors reflect the firm's commitment to delivering high-touch, trustworthy fiduciary services to its clients.
Investment Focus
- High net worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
Reach Fairway Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Fairway Wealth Management
What sectors does Fairway Wealth Management invest in?
Fairway Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Devizes, England, United Kingdom. Fairway Wealth Management is listed as a family office in the ConnectSafely investor database.
What stage does Fairway Wealth Management invest at?
Fairway Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Fairway Wealth Management invest in?
Fairway Wealth Management invests across United States.
Who are the partners at Fairway Wealth Management?
Team members listed for Fairway Wealth Management include Malcolm Ricks (Managing Director).
What companies has Fairway Wealth Management invested in?
Fairway Wealth Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Fairway Wealth Management?
Fairway Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
