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Executive Wealth Management

Executive Wealth Management
Categories

Financial Planning Consultants

About Us

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with confidence.

Executive Wealth Management is an accomplished, fee-based, independent investment advisory firm, focused on downside protection through proactive management solutions. We are committed to providing world-class service and building life-long relationships with our clients by providing exceptional customer service.

Above all else, we honor and conduct ourselves with truth, integrity, and confidentiality. Founded in 1981, Executive Wealth Management manages over $1.6 Billion in private-client assets and is committed to helping you reach your retirement and financial goals.

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Rep/Contact Info

Jeff Boland
Fiscal Controller
Mr. Micheal Chechel
Director, Private Wealth Advisor
Albert Herzog, IV
Director, Private Wealth Advisor
Albert P. Herzog, III
  • Phone: (810) 229-6446
Kira Kliczinski
Marketing and Public Relations Specialist
Mr. Adam R. Kulesza
Director, Private Wealth Advisor
Mr. Robert Larsen
Director, Private Wealth Advisor
Mike Lay
Managing Director, Chief Compliance Officer, Private Wealth Advisor
Ken McMullen
Chief Marketing Officer
Cathy Parkey
Director of First Impressions
Mr. Todd Perry
Private Wealth Advisor
Jennifer Ralston, ChFC
Director of Client Services, Private Wealth Advisor
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Mr. Andrew Rocco Szewc
Private Wealth Advisor
Cody Wickham
Chief Information Security Officer