Executive Wealth Management has just been recognized as a 2019 Best Places to Work for Financial Advisers by InvestmentNews

Top view of a wooden desk with computer and coffee

Executive Wealth Management was chosen as one of top 75 companies of 2019 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

“InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

The positive EWM work environment has been cultivated by a firm-wide commitment to teamwork and a dedication to elevating every client’s investing experience with our compassionate service and our strategic “Build. Defend. Advance.” process.

To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to:  InvestmentNews.com/Best Places To Work For Financial Advisers.


Executive Wealth Management's mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being.

Executive Wealth Management