Executive Wealth Management

The K Bella Story: with Kristan Sayers

By EWM / June 18, 2021

Kristan Sayers shares her inspiring story of starting out as a hair assistant to owning and operating one of the most successful hair and beauty spas in the area. Her personal gratitude flows over in generosity to her staff and community.

Hidden Lake Resident Helps Provide Opportunities for Compassionate Growth

By EWM / June 17, 2021

Your neighbor, Bert Herzog, is the founder of Executive Wealth Management, a prominent investment advisory firm headquartered in Brighton, MI. The firm believes there should […]

The COVID Recovery Caused Blowout Margins

By EWM / June 14, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]

Compassion: with Broadcast Journalist Tom Jordan

By EWM / June 14, 2021

Ken and Tom discuss what compassion really means and how to truly be a compassionate person.

People conversing at a table

Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

Are the High Valuations Dropping?

By EWM / June 1, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]