Romil Bhagat – President, Fairway Wealth Management
Romil Bhagat is the President of Fairway Wealth Management and brings over 25 years of experience in the financial services industry. With a strong background in both investment and insurance planning, Romil offers a personalized and comprehensive approach to wealth management. He began his career at MetLife, spent time with J.P. Morgan Chase in New York, and transitioned to independent advising in 2000. Since joining LPL Financial in 2004, Romil has focused on helping clients build long-term, goal-oriented strategies tailored to their unique needs. He holds an MBA in Finance and Marketing from the University of New Hampshire.
Strategic Partnership Overview
Romil and I have partnered together as strategic allies, grounded in shared financial planning philosophies and a commitment to long-term client care. This collaboration also serves as a continuity plan—ensuring that, in the event of the unexpected, there is a trusted professional already in place who understands and respects our client relationships.
Our clients are incredibly important to us. That’s why it was essential to align with someone we trust—someone who shares our values and planning approach—to help ensure that our clients continue to receive the guidance, care, and attention they deserve for years to come.