Executive Wealth Management
About the Business
Executive Wealth Management is a leading finance and legal institution located at 135 West North Street in Brighton, Michigan, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We offer a range of services including investment planning, retirement planning, estate planning, and tax planning. With a focus on integrity and transparency, Executive Wealth Management is committed to helping individuals and families build and protect their wealth for the future.
Photos
Location & Phone number
135 W North St, Brighton, MI 48116, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Don't like the fact that acts are only updated quarterly or not as the market has indicated changes occurring. I expected closer review and handling, daily if indicated, in a finicky market. It seems I lost too much in 2022-23."
"I so appreciate the folks at Executive Wealth Management, especially Jennifer, my wealth advisor. Her level of attention is awesome! Her knowledge and kindness is invaluable!"
"Took me on as a client when i had a small roll over. Treated me well the whole time. They help me with advice and i have referred several others to them. Great people!"
"My wife and I are both represented and supported by EWM. We have been extremely happy with the continuous contact and face to face meetings with the EWM team. Our financial reviews and goals are better than we could have expected even in these tumultuous times. I highly recommend the EWM team to anyone interested in investing."
"EWM has handled our money for many years and also manages portfolios for several of our family members. We trust them with our money and feel that they are like family to us."
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