Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 1981, and our current ownership team continues to value these ideals. As fiduciaries, our mission is to help protect and grow the investments of our clients, families and community while guiding toward a legacy of economic well-being. We believe in a fee-based approach which helps align our interest with those of our clients.
Each client relationship begins with a comprehensive analysis; “Where have you been, where are you now, and where would you like to be?” There is no wrong answer; we want to help you get there, no matter where “there” is. Each client’s customized investment and retirement strategy is built by our advisory team and backed by the combined experience of a wealth management firm.
Client portfolios are guarded by Fortunatus Investments, LLC, an affiliated advisor offering proprietary models developed by the EWM founders and maintained by a professional team of specialists. The portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside. It’s wise investing for an ever-changing world™.
We closely monitor and adjust your portfolio by identifying new opportunities based on thorough market research. This allows us to advance together in the direction of every clients goals.
Fortunatus Investments, LLC (Fortunatus) is a Registered Investment Advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. Fortunatus features a suite of asset allocation, income, and tactical opportunity models available to Registered Investment Advisory firms. Website intended only for residents of the United States. Fortunatus does not give tax or legal advice. Material on this website is provided for information purposes only and should not be construed as an offer to sell, or solicitation of an offer to buy nor recommend any security. Prior to June 2014, Fortunatus was a wholly owned subsidiary of Executive Wealth Management, LLC ("EWM"). Fortunatus and EWM are affiliated entities under common ownership and control.