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Client Relationship Summary | Our Story |  Who We Serve | Accreditations | Areas Served | Our Community | Our Partners

About Us

Compassionate Growth

True wealth is the value inherent in people. EWM is privileged to serve our clients and community through compassionate growth with the following commitments:

  • The EWM team listens and educates with non-judgmental understanding, while always maintaining strict confidentiality.
  •  EWM manages client assets with a strong sense of stewardship and a weighted respect for responsibility we hold on every client’s behalf. EWM continues to invest in a process that will help us defend and advance that which clients have entrusted to us.
  • The EWM team is passionate about guiding people through their legacy building journey, because building wealth requires a long-term plan with a focused and steady vision for each client’s unique situation and future.

Our Mission:

EWM Leads to Serve
Executive Wealth Management focuses on developing and sustaining enduring relationships through compassionate understanding of our clients’ needs. We are professionals with a foundation of over 30 years of integrity and transparency, providing a legacy of economic well-being for our clients, associates, and community.

Our Commitment to Every Client:

The Executive Wealth Management team works hard to elevate every client’s investing experience with our compassionate service and our strategic "Build. Defend. Advance." process.

Core Values

Operating with transparency and accountability, following through and walking the walk.

Sincerity and understanding, while genuinely caring for all with whom we come in contact.

Unified to serve our employees, families, clients and neighbors.

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