Meet the EWM Team
We are in a time of intense and continuous change. Choosing the right financial investment advisor can feel overwhelming with the choices you have available to you.
At EWM, we believe that people who want to build wealth, need to know that an investment philosophy and process is critical to any long-term investment strategy.
Take a few minutes to meet the people behind the Build. Defend. Advance. wealth building approach at Executive Wealth Management: watch their individual welcome videos on our Team Page. This is a great way to get to know the people from our locations in Brighton, Northville, Ludington, and Jackson, who work together to build, defend, and advance your investment experience.
Advisor Roundtable: Investing and Tax Planning
Join the conversation with Kyrstin and Greg as they discuss investment decisions and tax planning for individuals and companies.
"The typical financial advisor doesn't have any clue about who their clients use to have their taxes done." - Greg Barber.
This Roundtable discussion will help provide insights for your wealth building goals, from Roth IRAs and cafeteria plans to annuities and tax harvesting.
You can also meet Greg Barber and Kyrstin Ritsema in their welcome videos by clicking their names here.
Advisor Roundtable: Financial Planning
- What distinguishes one financial advisor from another?
- Why is it important to have a fiduciary financial advisor?
- How does Fortunatus Investments help defend our client’s investments?
- What do you mean by having a tactical philosophy?
Choosing the right financial investment advisor is immensely important as this is going to be one of the most trust relationships that you're going to have for the rest of your life.
Contact us to schedule a conversation with an EWM private wealth advisor today!
Advisor Round Table: Taxes and Tariffs. How they impact your financial plan.
- How do we plan our investment strategy in light of the changes tariffs bring?
- What are some opportunities with the current tax law?
- Why is an investment philosophy critical during turbulent times?
Tariffs have been around since our nation began. Taxes policies change and will continue to change. Give us a call to schedule an appointment with a friendly EWM private wealth advisor to answer questions about your wealth-building goals.
EWM Investment Minute: Education Planning
In about a minute, you can catch important tips about saving for education. James Plaskey points out that different saving and investment products offer various tax advantages and flexibility.
Schedule a no-obligation consultation to learn more about options that will help you achieve your education savings goals.
EWM Investment Minute: Setting Goals in Financial Planning
In this EWM Investment Minute, James Plaskey inspires young investors who don't think they have enough to begin a wealth building plan. Even people who are starting later will be encouraged to gain traction and set goals to help create the financial future they desire.
Building and following a plan
Meet with a friendly EWM private wealth advisor to learn how we can help you feel secure about today and confident about tomorrow.
EWM Investment Minute: Is your 401(k) OK?
It's common to have questions about your 401(k). When people get these opportunities to invest, often they don't really really know what they're investing in or how it works. Discussing your options with an investment advisor can give you the information you need today and the peace of mind for your tomorrow.
Schedule a call or meeting with a private wealth advisor at EWM today.
EWM Investment Minute: Why should I care about long-term care insurance?
Every comprehensive wealth building plan considers risk management. Building that plan will include consideration of life insurance, long term care insurance, and disability insurance.
This EWM Investment Minute takes a quick look at the importance of risk management and long term care insurance.
An EWM private wealth advisor is available to answer your questions about building a plan that includes managing risk in your financial future. Contact us today.
EWM Investment Minute: How are student loans impacting my investment future?
What is debt management? It can range from a variety of things from mortgages and car loans to credit cards and often the big one, student loans.
This EWM Investment Minute takes a birds-eye view of the cost of debt interest against any gain our investments can make.
Share this video with a college-bound high school student!