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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn what we do and how we can help you.

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How We Help

Contact us today to find out how we can help with your financial needs.

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Learn about what we do and our approach to help you save fast.

 

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Investment Planning

Investment planning is the process of setting a goal that closest matches your financial profile, investment preference and tolerance of risk.

asset allocation

Retirement Planning

Retirement is the opportunity to pursue your dreams without the responsibility of work. This requires adequate funding and income derived from years of work.

saving for college

Risk Management/Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

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Romil Bhagat

Romil Bhagat is the President of Fairway Wealth Management. He offers his clients a path to grow and protect their wealth utilizing his experience of over 25 years in the investment and insurance field.

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Contact info

  •   248 Columbia Tpk, Suite 103, Florham Park , New Jersey 07932
  •   973-593-0041
  •   romil.bhagat@lpl.com

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Securities offered through LPL Financial, member FINRA & SIPC.

Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners, LLC and Fairway Wealth Management are separate entities from LPL Financial.

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