In seeking to provide our clients with quality services for optimal value, we have selected to work with the following companies:
TD Ameritrade Institutional: Executive Wealth Management utilizes TD Ameritrade Institutional as our *primary custodian. TD Ameritrade, as a firm, services over $1.1 trillion in assets across over 11 million client accounts as of this writing, January 2020. EWM provides monthly statements, trade confirmations, tax reporting documents, and online access for clients to view their account(s). EWM clients have the choice to receive all correspondence via email or have paper copies mailed to them. TD Ameritrade, Member FINRA/SIPC, is an investment firm with over 10,000 employees and offices throughout the world. TD Ameritrade offers a variety of investment and financial tools to its over 6,000 independent advisors and their clients.
Private Client Services: Many Executive Wealth Management Private Wealth Advisors are dually registered as Registered Representatives with broker/dealer, Private Client Services (PCS), Member FINRA/SIPC. An independent and privately-owned broker/dealer and Registered Investment Advisor based in Louisville, Kentucky. Officially founded in 2002, PCS’s founding entity opened its doors in 1990 with a focus on supporting fee-based financial advisors and their clients.
eMoney Advisor: We have partnered with eMoney Advisor as a tool for financial planning and projections for our clients. This tool is one of the most innovative in the industry and allows our advisors to provide up-to-date, interactive and in-depth planning strategies to help our clients track their goals.
When you work with an EWM financial advisor, you can be confident that you’ll have a comprehensive team and recognized industry-leading resources working toward your financial plan.
*Please see the Executive Wealth Management disclosure brochure, Form ADV Part 2 for additional information on our Brokerage Practices.