09/23/2026
How do financial advisors choose the investment managers and strategies they trust with client portfolios?
In this episode of Partnering With Great People, Fairway Wealth Management sits down with Paaras Wadhwa, District Vice President at Fidelity Investments, and Reg Jackson to discuss what a true trusted partnership looks like in wealth management.
The conversation explores how Fairway evaluates investment solutions, streamlines complex portfolios, conducts ongoing due diligence, and holds investment partners accountable over time. From portfolio-manager access and market insights to transparency, education, communication, and performance reviews, this episode offers a behind-the-scenes look at the process designed to help advisors make informed decisions for the clients and families they serve.
You’ll also hear how Fairway’s Trusted Partner Portfolio approach is built around conviction, diversification, risk management, and finding investment specialists for specific areas of a portfolio—not simply choosing one firm for everything. 🤝
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