Our Story

 Our Story

Executive Wealth Management is an investment advisory firm that seeks to achieve and sustain our clients' wealth through proactive management solutions. We are committed to providing first class service and building life-long relationships by exceeding expectations. Our dedication distinguishes our independent firm, and helps enable enduring success for our clients, company and community.

Executive Wealth Management uses a disciplined, risk adjusted, and timely approach to investing. Each day, using our proprietary money management platform, Fortunatus Investments®, we carefully monitor our wealth management strategies for each client. These individual strategies are rooted in a personalized, tactical, and proactive approach to investing. Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path to financial independence is not always obvious.

Executive Wealth Management specializes in comprehensive personal and business financial planning. We begin with a thorough analysis of your individual goals...where you are today and where you want to be in the future. With your input, we produce your own personalized financial snapshot. This "blueprint" helps us structure our recommendations for your financial and investment goals. With over 60 years of combined industry experience, our firm's objectives are to develop long term, confidential wealth management relationships on a fee-based, consultative approach.

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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