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.
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."
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