Financial Advisors

The EWM Story

By EWM / October 19, 2021

Bert Herzog, Founder of Executive Wealth Management, shares the story of how the financial planning firm continues to grow one relationship at a time over 20 years.

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

Annual Financial To-Do List

By Michael Barber / October 15, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

End-of-the-Year Money Moves

By Robert Larsen / October 15, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Tax Planning in the Retirement ‘Gap’ Years

By Todd Perry, CFP, CIMA, CPWA / September 28, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Planning for College

By Albert Herzog IV, CFP®, CRPC® / August 20, 2021

Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans […]

Financial Stability in Unstable Times

By Albert P. Herzog III, CFP®, MBA, ChFC® / August 12, 2021

As uncertainty and variables surrounding the pandemic continue to linger, so does the volatility in the financial world. This market doesn’t seem to know which […]