Executive Wealth Management

When evaluating private wealth advisors, it can be hard to distinguish between firms. Experience, unbiased advice, and unparalleled client service is what makes Executive Wealth Management stand out amongst the rest. Our firm was founded on the principle that our firm could only be as strong as our clients’ success. We conduct ourselves with truth, integrity, and confidentiality. Each of our advisors agrees to a signed code of ethics, guaranteeing our commitment to you, the client. Executive Wealth Management is an accomplished, fee-based independent advisory firm founded in 1981 by Albert P. Herzog, III, MBA, CFP, ChFC. Executive Wealth Management has pioneered portfolio management with our proprietary Protactical™ investment process. We use a disciplined, risk adjusted and timely approach to investing. Our investment management models are designed to track the daily opportunities within the global marketplace using our proprietary Protactical™ relative strength & momentum trend research. This innovative approach ensures our managed models, covering diverse risk profiles and market segements, are appropriately aligned to take advantage of market trends and maximize risk-adjusted returns. Our results have been voluntarily verified and are compliant with the Global Investment Performance Standards (GIPS). This independent audit provides transparency and separates our firm from most other firms who choose not to have their investment returns verified.