Finance issues are a leading cause of stress. We provide investment management, taxes, and legal services to help you Live with Confidence.

Building
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 investment and retirement strategies are built by our advisory team and backed by the combined experience of a comprehensive wealth management firm.

Defending
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™.

Advancing
We closely monitor and adjust our client portfolios by identifying new opportunities and conducting thorough investment market research. This allows us to advance together in the direction of every client’s goals.

Executive Wealth Management is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Reference to registration does not imply any particular level of qualification or skill. Executive Wealth Management offers advisory products and services to companies and individuals located within the United States. Executive Wealth Management does not offer tax or legal advice. Securities products and services offered through Private Client Services, LLC, Member FINRA/SIPC. Executive Wealth Management and Private Client Services are unaffiliated entities. 

Investment Management

Executive Wealth Management

Albert Herzog III

Ken McMullen

Michael R. Chechel

Michael J. Lay Cfp®

Jimmie Plaskey Cfp®

The Client Services Team at Executive Wealth Management is responsible for fostering and maintaining exceptional client relationships through comprehensive analysis and personalized support. They handle client inquiries, manage account-related tasks, and provide critical assistance to both clients and advisors, ensuring seamless service delivery and helping clients achieve their financial goals with confidence.

Client Services Team

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Team members

Other teams at Executive Wealth Management

Leadership Team