High-net-worth Individuals and Families
We believe in legacy and we want to make sure that our clients are taken care of as well as their families. We want you to have a legacy that you're proud of.– Mike Chechel, Managing Director, Private Wealth Advisor
Services for High-net-worth Investors
High-net-worth investors have a unique and complex set of financial planning needs.
When high-net-worth investors are looking for an experienced financial advisor, they often have a lot of excellent questions. We take the time to answer those questions and help give them the information they need to feel confident in their decision.
Coordinating your wealth management objectives between multiple advisors can quickly become a challenge. Our experienced teams endeavor to work seamlessly with you, your CPAs, lawyers, and other professional advisors to facilitate alignment in your financial picture.
To help you meet your current and future wealth-building goals, you may need services that include:
Comprehensive, Holistic Financial Plans
- Executive Meetings
- Succession Planning
- Estate Planning
- Tax Strategies
- Insurance & Risk Management
From investment management to insurance to estate planning, it’s imperative that your financial advisor has the experience and the knowledge to oversee and manage all aspects of your financial picture.
At Executive Wealth Management, we seek to build strong, lasting relationships with our clients. A healthy, trusting relationship helps us offer more comprehensive insight into your current and future goals and objectives. We couple this insight with years of experience to position your portfolio in an attempt to take advantage of market opportunities while defending the downside.
As a high-net-worth investor, you need to know that your financial advisor can help you manage the complexities of your financial picture, closely monitor your portfolio, work with a team to defend your investments, and can be trusted to maintain professional confidentiality.
If you are looking for an experienced financial advisor who is prepared to help you navigate the complexities of managing wealth and works with a team that can help you build a custom financial plan, work to defend your portfolio in down markets, and advance it when things turn, you can schedule your first meeting here.