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Wealth is complex. We simplify it.

Monday, April 15, 2024

The 2024 NFL Draft isn't just about football; it's a major event transforming Detroit. Imagine hundreds of thousands of fans and media flooding the city, generating millions for local businesses while showcasing Detroit's strengths on...

Monday, April 8, 2024

Caitlin Clark's remarkable impact on the court has long been a topic of discussion, but a recent revelation delved into her economic influence, aptly labeled as 'Clarkonomics.' A study conducted by the Commonsense Institute (CSI) Iowa,...

Monday, March 25, 2024

The upcoming total eclipse on April 8th isn't just a celestial spectacle; it's poised to be a billion-dollar bonanza for the U.S. tourism industry. Here's how this astronomical event is expected to translate into a windfall:...

Tuesday, December 20, 2022

Albert Herzog IV, CFP®, CRPC® As we wrap up the 2022 year, it’s a good time to check off those planning items that you meant to get around to doing. As a financial advisor at Executive Wealth Management, we talk about...

Tuesday, November 29, 2022

Thinking about donating? Think of these choices. Provided by Julee R. Sarto, AIF® The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate...

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Tuesday, July 19, 2022

EWM Wealth Advisor and Founder Albert Herzog III, MBA, CFP, ChFC discuss the effects of the Fed raising interest rates on WJR Radio 760 AM’s ‘All Talk’ with Tom Jordan and Kevin Dietz.

Saturday, July 9, 2022

By Todd Perry, CFP®, CIMA®, CPWA®Private Wealth Advisor Variable annuities (VA) are often marketed as a great retirement savings vehicle. What’s not to like about insurance benefits, subaccounts to invest in...

Thursday, June 16, 2022

https://www.youtube.com/watch?v=KE2qEDzRklM Bert Herzog, Founder and Wealth Advisor of Executive Wealth Management, talks with Kevin Dietz and Tom Jordan about what happened with the market Monday, June 13th.

Saturday, May 21, 2022

May 19, 2022 - Bert Herzog, Founder of Executive Wealth Management, talks with Kevin and Tom about the latest with the Dow.

Thursday, March 31, 2022

Volunteers from a pair of organizations — aided by two Brighton residents with Ukraine ties — this week packed 11,000 meals they plan to send to refugees from the war in eastern Europe. Read the article on LivingstonDaily.

Thursday, March 31, 2022

Employees and volunteers at the Executive Wealth Management in Brighton were on a mission to pack as many meals as possible for Ukrainian refugees. “Our goal is to pack anywhere from 9 to 12 thousand meals… that will be...

Wednesday, January 26, 2022

By Todd Perry, CFP®, CIMA®, CPWA®Private Wealth Advisor One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle...

Wednesday, October 27, 2021

Some parents and grandparents have that possibility in mind Provided by Albert Herzog IV, CFP®, CRPC® Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only...

Thursday, October 21, 2021

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Julee R. Sarto, AIF® Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset...

Saturday, October 16, 2021

Things you can do for your future as the year unfolds. Provided by Michael R. Barber, EWM Executive Wealth Advisor What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to...

Saturday, October 16, 2021

Here are some things you might consider before saying goodbye to 2021. Provided by Robert Larsen, Private Wealth Advisor What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did...

Wednesday, September 29, 2021

 Tax Planning in the Retirement ‘Gap’ Years The day has finally come to fully retire and move on to the next phase in life. You’ve saved diligently for the last 30 years, and it’s time to start using the...

Saturday, August 21, 2021

Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans and securing funding can be overwhelming the first time you are faced with funding school. In 1992...

Tuesday, July 27, 2021

A Roth IRA is an individual retirement account where contributions are made with after-tax dollars; unlike the typical or “regular” IRA funded with tax deductible contributions up to a certain amount. While losing that tax...

Sunday, July 18, 2021

Your neighbor, Bert Herzog, is the founder of Executive Wealth Management, a prominent investment advisory firm headquartered in Brighton, MI. The firm believes there should be ample opportunity for anyone to succeed – even when...

Thursday, July 8, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors that have an employer-sponsored retirement account. But many employer plans offer...

Monday, June 7, 2021

Discover how lives are literally being saved and enriched by two amazing organizations, Work Skills, and Fund-a-Life.  Fund a life is an organization that was founded by Mark Howell, a (then) 30-year-old Stage 4 Melanoma Cancer...