Important Disclosures

Advisory products and services offered by Investment Advisory Representatives through Executive Wealth Management, LLC. A SEC Registered Investment Advisor.  Executive Wealth Management, EWM Tax Solutions, and EWM Legal Services are affiliated but separate companies. EWM does not offer tax or legal advice. Reference to registration does not imply any particular level of qualification or skill. 

This site is published for residents of the United States Only. Financial Advisors of Executive Wealth Management 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."

EWM does not hold any client funds directly, neither on site nor in their own accounts. All client funds are held at a qualified custodian as directed through the firm’s Investment Advisory Agreement. EWM completes due diligence on all custodians that clients hold funds with, however clients have the ability to contact custodians directly and move their funds to another custodian at any time.

Client Relationship Summary