EWM Resources

Resources to help you succeed and stay inspired

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Latest Posts

Bert Herzog, Founder of Executive Wealth Management, shares the story of how the firm continues to grow one relationship at a time.

He discusses the value of building a business built on trust, compassion, and community in an ever-increasing digitally distant business environment and how the two can co-exist.

Bert also shares having compassion for clients means providing as many solutions to support them as possible and how EWM is embracing this challenge.

The EWM Story

By EWM | Oct 19, 2021

Loving mature wife embracing husband from behind while writing in book. Happy middle aged couple making to do list of purchases and discussing future plans. Cheerful senior man working at home on wooden table with beautiful woman hugging him from behind, copy space.

Annual Financial To-Do List

By Michael Barber | Oct 15, 2021

Female woman hands holding home model, small miniature white toy house. Mortgage property insurance dream moving home and real estate concept

End-of-the-Year Money Moves

By Robert Larsen | Oct 15, 2021

Grass growing in the shape of two wind turbines, inside a transparent piggy bank, symbolising the need to invest in the protection of the environment and to reconnect with nature.

Is it Easy Being Green?

By EWM | Oct 13, 2021

Stock market indexes concept: computer keyboard with word S&P 500, selected focus on enter button background, 3D rendering

Is the S&P 500 Overvalued?

By EWM | Oct 4, 2021

Never Say No

By Ken McMullen | Sep 28, 2021

Latest Podcast Episodes

Connecting Purpose with Action

Listen or watch guests discuss stories of humanity in action. This weekly podcast features people helping people in your community. Tune in and get inspired.

PurposeCity is hosted by Ken McMullen and presented by Executive Wealth Management.

View Podcast Episodes

Inspirational and encouraging stories pulled from a larger conversation of a PurposeCity podcast episode.

View The PodcastPages

Community, Connection, and COVID

Hard Times Requires Strong Values

Hard Work and Love

Where Everyone is Welcome

The Truth, The Media, and You

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