connection

Why Compassion Matters: An EWM Advisor Roundtable

By EWM / November 15, 2021

 Why does compassion matter when choosing a financial planner? This question and more are discussed with Executive Wealth Management Private Wealth Advisors Duane Johnson, Todd […]

Meant for More

By EWM / October 28, 2021

 “You know that being meant for more means so much more than filling your life with mere matter, with material things, with stuff and possessions […]

Come Together

By EWM / October 25, 2021

PurposeCity’s ‘Come Together’ episode was recorded at the Brighton Walk to End Alzheimer’s! Chuck Gaidica (broadcasting personality), Jennifer Lepard (President / CEO of Alzheimer’s Association […]

Love Every Day

By EWM / October 20, 2021

Steve Gronow discusses with EWM Private Wealth Advisor Duane Johnson how to ‘Love Every Day’ in community and business. Hear entertaining and heart-warming stories such […]

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.

Never Say No

By Ken McMullen / September 28, 2021

‘Never Say No’ features Barb Binkley of Cooper & Binkley Jewelers and Jimmie Plaskey, EWM Private Wealth Advisor.

They discuss stories and inspiration from a ‘Never Say No’ policy to those in need.