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 build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee-based approach which helps align our interest with those of our clients.
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 toward financial independence is not always obvious.
The Executive Wealth Management team works hard to elevate every client’s investing experience with our compassionate service and our strategic "Build. Defend. Advance." process.