Executive Wealth Management

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Executive Wealth Management — overview

About

Established in 1981, Executive Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, education planning, tax and cash flow planning, death and disability planning, retirement planning, investment planning, estate planning, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations, and businesses. In Q1 2025, Executive Wealth Management was acquired by EP Wealth Advisors, a US-based wealth manager and registered investment adviser.

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