In the News

A Taxing Story: Capital Gains & Losses

By EWM / October 3, 2022

Presented By: Christopher Hopkins, Private Wealth Advisor Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income […]

Hidden Lakers Helping Habitat For Humanity

By EWM / September 2, 2022

On August 16, 2022, two local businesses came together to participate in a home build with Livingston County Habitat for Humanity. Erin Jedrusik, RN, is […]

Generational Wealth Transfers: Important Considerations

By EWM / September 1, 2022

Written By: Christopher Hopkins, Private Wealth Advisor Often, people overlook the most critical details of successfully transitioning assets from parents to heirs – proper communication […]

Generational Wealth Transfers: Operational Pitfalls

By EWM / September 1, 2022

Written By: Christopher Hopkins, Private Wealth Advisor For the past 20 years, I have worked for some of the largest financial institutions in the United […]

The Herzog’s Fundraise for LACASA Center

By EWM / August 15, 2022

Bert Herzog, Founder of Executive Wealth Management (EWM), and Judy Herzog have a passion for serving numerous charity organizations in their community, including LACASA Center. […]

EWM’s Bert Herzog Discussing the Fed Increasing Inflation Rates on WJR 760 AM

By EWM / July 18, 2022

EWM Wealth Advisor and Founder Albert Herzog III, MBA, CFP, ChFC discuss the effects of the Fed raising interest rates on WJR Radio 760 AM’s […]