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In the News

News and highlights about Executive Wealth Management.

 

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A Taxing Story: Capital Gains & Losses

Oct 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

Sep 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

Sep 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

Sep 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

Aug 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

Jul 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 […]

EWM’s Bert Herzog Discussing the Market on WJR 760 AM

Jun 15, 2022

Bert Herzog, Founder and Wealth Advisor of Executive Wealth Management, talks with Kevin Dietz and Tom Jordan about what happened with the market Monday, June […]

Bert Herzog ~ All Talk with Jordan and Dietz on WJR 760 AM

May 20, 2022

May 19, 2022 ~ Bert Herzog, Founder of Executive Wealth Management, talks with Kevin and Tom about the latest with the Dow. Check the background […]

Donations To Benefit Local Food-Based Nonprofits on WHMI 93.5

Mar 30, 2022

Executive Wealth Management of Brighton and Fund A Life NFP announced donations to both The Torch & Torch 180 in Fowlerville and Bountiful Harvest in […]

Meal-making effort warms hearts of Brighton couple with Ukraine ties on the Livingston Daily

Mar 30, 2022

Volunteers from a pair of organizations — aided by two Brighton residents with Ukraine ties — this week packed 11,000 meals they plan to send […]

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About EWM

Learn more about us by visiting our website: Executive Wealth Management


Check the background of this firm on FINRA's BrokerCheck.

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Advisory products and services offered by Investment Advisory Representatives through Executive Wealth Management, LLC. A SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC . Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).

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