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Client Relationship Summary

A Summary of Your Brokerage Account Relationship with Executive Wealth Management is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand these differences. Free and simple tools are available to research firm and financial professionals at Investor.gov/CRS.





What investment services and
advice can you provide me?


What fees will I pay?


What are your legal obligations
to when acting as my
investment adviser? How else
does your firm make money and
what conflicts of interest do you
have?


How do your financial
professionals make money?


Do you or your financial
professionals have legal or
disciplinary history?



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