Are your retirement accounts being optimized?
Regardless of how long you’ve been saving, your retirement accounts, primarily your 401(k), are likely your largest accounts. This makes them a critical part of achieving your goals.
Introducing 401kGPSTM by Executive Wealth Management. Bringing the same EWM defensive growth approach to your employer sponsored 401(k).
Receive an expanded level of wealth management.
Our customized retirement account management solution allows your Executive Wealth Management advisor to:
- Securely Connect to Your Employer-Sponsored 401(k) Account
- Analyze Your Assets
- Place Trades
- Actively Manage Your Portfolio as Part of Your Overall Wealth Plan
A tool that works to align your financial plan.
- Align your personalized investment allocation with customized diversification and risk balance
- Full review of contributions, distributions, and trade activity
- A clear understanding of how much you (and your spouse) need to save, both in and outside of your 401(k) account
- Your projected retirement income based on how you are investing and saving today1
- Active account management, trading, and rebalancing to help keep you on track
- Fully integrated reporting inclusive of all other assets known to EWM.2
- Coordination with your EWM Financial Plan, helping you make informed decisions for your future.
1For planning purposes only. No guarantee to success. Past performance does not guarantee future success.
2EWM Financial planning systems have the capability of incorporating most outside assets. At times, assets may not be reflected due to policies at the custodial institution.