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Executive Wealth Management

Executive Wealth Management

Financial Planning Consultants

About Us

Life is complex. We simplify it by providing retirement planning, as well as 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 $1.3 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
Managing Director, Private Wealth Advisor
Albert Herzog, IV
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
Private Wealth Advisor
Ken McMullen
Marketing Director
Cathy Parkey
Director of First Impressions
Mr. Todd Perry
Private Wealth Advisor
Jennifer Ralston, ChFC
Private Wealth Advisor
Jaclyn Snyder
Client Associate
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Mr. Andrew Rocco Szewc
Private Wealth Advisor
Cody Wickham
Chief Information Security Officer