Address

Executive Wealth Management, LLC
135 W. North Street, Suite 1
Brighton, MI 48116

Contact Info

Phone: 810.229.6446
fax 810.229.6775
Email: Info@ewmadvisors.com

Location

img-map-brighton.jpg

All Locations

Brighton Headquarters
Northville
Rochester
Frankenmuth
Ludington
Jackson
Grosse Pointe
Affiliated Offices

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  • Personal Perspective. Future Focused.™

  • It’s not about what you make, it’s about what you keep.

  • Protactical™ Advance and Protect Strategy.

  • Wise Investing for an Every Changing World™.

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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.

INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products.  INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates.  Advisory services offered through Executive Wealth Management a registered investment advisor.

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

This site is for informational purposes only and is not intended to be a solicitation or offering of a security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualizes responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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