Our mission is to understand your needs, wants, and desires – as well as your values, your boundaries, and your ability to withstand or tolerate risk – to help you reach your investment, wellness, and lifestyle goals based on who you are as a person.
Holistic Wealth Management for C-Suite Business Executives
Life in the “C-Suite” requires focused effort and exceptional time management skills. This leaves little time for managing personal affairs, including your long-term financial health. Once you’ve reached the pinnacle of your earnings potential, growing your personal wealth requires a strategic approach far beyond merely “cashing in”.
The skills you needed to oversee the direction and success of a large organization undoubtedly included the ability to delegate responsibility to a variety of consultants, contractors, and advisors who had the time and talent necessary to help you reach the goals you established. Managing your personal wealth is no different, requiring the same diversity of input and effort from others to enable your long-term financial health and wellness.
With the focus we place on Holistic Wealth Management, the team at Executive Wealth Group will help you grow and maintain your wealth based on the things that you value, focused only on your desires and aspirations. This will allow you to concentrate the expertise and talent of others in the direction you determine, just as you’ve done throughout your career. With your guidance, we will help you manage your wealth for long-term health and success.
Executive Wealth Group
Executive Wealth Group is an industry leading FINRA Registered Investment Advisory firm, also commonly referred to as an RIA. Our business model was designed from the ground up to allow us to act as a truly independent entity. What this means for you is that we are able to utilize all of the same advanced technologies and resources that many of the largest branded-broker dealer firms do, but we won’t be trying to sell you in-house, commissionable products at the same time.
We’re concerned with one thing and one thing only: allowing you to build, grow, and maintain your wealth over time, focusing on three areas of wealth management that are of unique yet critical importance to entrepreneurs and solopreneurs:
- Risk Management – While you may have been willing to “risk it all” at times in business, managing personal risk tolerance requires a completely different set of parameters, based on the needs and aspirations you have for yourself and your family.
- Asset protection – This area of wealth management is an absolute must, due to the propensity for high-net worth individuals to attract nuisance lawsuits, and the attraction of unethical “advisors” and “supporters”.
- Estate planning – Beyond your hard assets, effective estate planning must include the assignment of rights to your business interests and any creative or intellectual property you possess, to avoid leaving these assets in “legal limbo” once you’re gone.
- Retirement Planning – Since there will likely come a day when the demand for your talents will fade, planning for your future following your career is critical to leading the life to which you’ve become accustomed. While the need to build new businesses may fade, your financial health can remain strong.
Executive Health Group
One of the core components of our business model that separates us from the competition is the presence of Executive Health Group, a boutique VIP concierge organization.
Getting treatment for any medical issues that you’re experiencing is important, but it’s only half the battle. Preventative treatment is just as important, as it helps tackle small issues before they become much bigger and more expensive ones down the road. Executive Health Group can act as the perfect complement to your existing health plan, making sure that you always have the care that you need when you need it the most.
As a busy executive, you’re aware of just how important it is to take control over the reins of your financial future. If you’re looking for a trusted partner to help advise you and give you the type of guidance that you need to make sure that your financial future is just as solid as your career track, click here to learn whether our unique approach to Holistic Wealth Management for C-Suite Execs is right for you, with our FREE Initial Consultation.