Financial Planning

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 […]

People holding hands

Loving Conversations: Long Term Care

By James A. Plaskey, Jr., CFP® / June 1, 2021

It is never too early to discuss long-term care options with your loved ones. The possibility of needing long-term care exists for every person, yet, why is it often difficult to have that conversation with elderly parents or aging loved ones?

PurposeCity

PurposeCity: Stories of humanity in action.

By EWM / May 26, 2021

PurposeCity – the weekly podcast about stories of humanity in action – is launching on June 1st. Its first line-up of guests includes Broadcast and Business leaders who give back to their communities.

The 2021 Best of Brighton Award Presented to the Executive Wealth Management Team

By EWM / March 31, 2021

The Executive Wealth Management Team is honored to receive the 2021 Best of Brighton Award. We want to extend our appreciation to the Brighton Award Program, EWM clients, and the communities where we serve.