Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Romil Bhagat
President
(973) 251-9447
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the appropriate financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Romil Bhagat is the President of Fairway Wealth Management. He offers his clients a path to manage and preserve their wealth utilizing his experience of over 25 years in the investment and insurance field.
He began his financial services career at MetLife in Northern NJ before joining JP Morgan Chase in New York City, where he was active in the branch channel. In 2000 Romil decided to become an independent financial advisor and joined LPL Financial in 2004.
Romil has an MBA in Finance and Marketing from the University of New Hampshire. He is active in the community and keen on golf, keeping fit, and lifelong learning.
Check the background of your financial professional on FINRA’s BrokerCheck.
Azmina Kermalli
Account Manager
9732519447
Azmina Kermalli specializes in Redtail CRM systems, Smart RIA, Clientworks, and Black Diamond & Moneyguide Pro reporting tools.
She has a BS in Finance from St. John's University and recently obtained her health and life insurance license from Kaplan University.
Michael Mundo
Strategic Partner
860-812-2324
Michael Mundo – Managing Director, Mundo Financial Services
Michael Mundo is the Managing Director at Mundo Financial Services, affiliated with LPL Financial, bringing over two decades of experience in financial consulting. Based in Lakewood Ranch, Florida, Michael has built a reputation for providing tailored financial planning, retirement strategy guidance (especially IRA rollover and 401(k) plans), risk management, and estate conservation services. He operates as a behavioral financial advisor and prioritizes aligning strategies with client values and life goals.
Strategic Partnership Overview
Michael and I have established a strategic alliance founded on shared financial planning philosophies and a mutual commitment to continuity in client care.
- Aligned Planning Philosophy: Michael and I share a consistent approach to financial planning—rooted in long‑term vision, values-based decisions, and personalized strategy.
- Continuity Assurance: This partnership serves as a contingency plan—ensuring that if unexpected circumstances occur, clients continue to receive trusted guidance from an advisor who understands and respects their relationships.
- Trusted Care for Clients: Knowing our clients’ relationships are deeply valued, I have partnered with someone who shares the same ethic of service and integrity. This ensures that clients benefit from consistent, caring stewardship—whether direct or through partnership support.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.