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.
|Firm Start Year:||2006|
|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|
|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|
|Certified Private Wealth Advisor||
Investments and Wealth Institute - Yale School of Management
|Certified Investment Management Analyst||
Investments and Wealth Institute - University of Pennsylvania
|CFP Certification Professional Education Program||
College for Financial Planning
|BSBA, Supply Chain and General Management||
Central Michigan University
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.
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.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|Ann Arbor||Bloomfield Hills|