wiseradvisor

Todd Perry, CFP, CIMA, CPWA
Executive Wealth Management

Tel: (810) 229-6446
135 W North Street Ste 1
Brighton, MI 48116

Build. Defend. Advance.

Executive Wealth Management | Financial Advisor in Brighton ,MI


About Executive Wealth Management

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 2006 and our current ownership team continues to value these ideals. As fiduciaries, our mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee- based approach which helps align our interest with those of our clients.

Executive Wealth Management uses a disciplined, risk adjusted, and timely approach to investing. Each day, using our proprietary money management platform, Fortunatus Investments?, we carefully monitor our wealth management strategies for each client. These individual strategies are rooted in a personalized, tactical, and proactive approach to investing. Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path toward financial independence is not always obvious.


General Information

Firm Start Year:   2006
No.of Employees:   20-49
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   1
Work Experience:   Started in the financial services industry in 2005.
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks
I can meet clients in the following ways:   At my office, At your office, Via phone, Via email, Video Conference, At your home


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry
Non-Financial Organization Memberships:   Rotary- Brighton, MI


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets


Education

Certified Private Wealth Advisor   Investments and Wealth Institute  - Yale School of Management
2018-2018

Certified Investment Management Analyst   Investments and Wealth Institute  - University of Pennsylvania
2009-2009

CFP Certification Professional Education Program   College for Financial Planning
2005-2007

BSBA, Supply Chain and General Management   Central Michigan University
1999-2003



Faqs

  • Do you have a customer satisfaction or refund policy? No.
  • What are your qualifications? What is your education background? I am a Certified Financial Planner (CFP). I also went on to get additional investment management education (Certified Investment Management Analyst) as well as studied high net worth strategies (Certified Private Wealth Advisor).
  • What is your approach to financial planning? I enjoy helping my clients with strategies and efficiencies that work to transform a complex and disjointed financial life into a simplified, cohesive plan.
  • What services do you offer? Financial and Retirement Planning, Income Planning, proactive Portfolio Management, Tax Planning and Preparation, Social Security timing, Education Planning and more.
  • Will you be the only person working with me? Although we do work as a team, I would be the main point of contact at the firm.
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Todd Perry, CFP, CIMA, CPWA

Todd Perry, CFP, CIMA, CPWA

CERTIFIED FINANCIAL PLANNER™ Certificant, CPWA, CIMA®

Todd, a CERTIFIED FINANCIAL PLANNER" Professional, joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todds background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans".

Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

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My Services

Portfolio Management

Executive Wealth Management offers a wide array of investment capabilities, most notably, a suite of investment portfolios offered through Fortunatus Investments, an affiliated Registered Investment Advisor that exclusively offers its research and portfolio expertise to clients through advisors of Executive Wealth Management. Founded and operated by common ownership, Fortunatus Investments has developed a lineup of actively managed investment models to meet the wide range of investors needs and objectives. Instead of a passive approach to our allocations, the investment team at Fortunatus Investments has developed the flexibility to systematically track and update allocations based on current trends in the markets sectors and asset classes. An approach that Fortunatus has trademarked their Protactical" trading philosophy. Each investment model has a defined equity and fixed income range, allowing us to seek unique opportunities during market upturns while offering defensive positioning during market downtrends.


Tax Planning & Mitigation

I have over ten years of tax planning and preparation experience and have helped numerous clients navigate their tax situation during the distribution phase of their portfolio. During our analysis, we may suggest alternate patterns of withdrawal or contributions to retirement accounts like 401(k)s, IRAs, or Roth IRAs. I can also help you understand when it may be beneficial to consider Roth Conversions or harvest a capital gain or loss in taxable accounts. This type of planning can help proactively identify opportunities to save on taxes in retirement.


Financial Planning for Individuals

Executive Wealth Management (EWM) offers full financial planning services for our clients. Our relationship begins with a comprehensive financial plan that covers retirement and income planning, investments, tax planning and more. Financial plans are also updated on an annual basis at no additional cost.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Ann Arbor Bloomfield Hills
Byron Chelsea
Clarkston Dexter
Farmington Fenton
Fowlerville Gaines
Gregory Hamburg
Hartland Highland
Holly Howell
Keego Harbor Lakeland
Linden Livonia
Milford New Hudson
Northville Novi
Pinckney Plymouth
Redford South Lyon
Southfield Stockbridge
Walled Lake Waterford
Webberville Whitmore Lake
Wixom Ypsilanti

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