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When evaluating private wealth advisors, it can be hard to distinguish between firms. Experience, unbiased advice, and unparalleled client service are what makes Executive Wealth Management stand out from the rest. Executive Wealth Management was founded on the principle that our firm could only be as strong as our clients’ success. We conduct our business with truth, integrity, and confidentiality. Each of our advisors agrees to a signed code of ethics, guaranteeing our commitment to you, the client. 

Experience

Executive Wealth Management is an esteemed, fee-based independent advisory firm founded in 1981 by Albert P. Herzog. Executive Wealth Management has pioneered portfolio management with our proprietary Protactical™ investment process. We are entrusted with over $500 million in investable assets, the majority of which are managed through our fee-based models.

Service

Our industry-leading wealth management team specializes in working with high net worth individuals, families, and business owners. We cultivate confidential relationships with our clients through investment, retirement, and legacy wealth solutions. Our firm will always be committed to the needs of our clients.

Trust

We strive to build enduring relationships with every client through proactive, unbiased and personalized financial strategies. We recognize that every client is unique. Through listening with compassion and challenging without judgment we can work towards your goals.

Investment
Philosophy

We use a disciplined, risk adjusted and timely approach to investing. Our investment management models track the daily opportunities within the global market place using our proprietary Protactical™ relative strength and momentum trend research.

Advisory Services offered through Executive Wealth Management, LLC. A SEC registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).

This site is published for residents of the United States Only. Financial Advisors of Executive Wealth Management / Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor."

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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