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  • Executive Wealth Management

    • Financial Planning Consultants
    135 W. North Street
    Suite 1
    Brighton, MI 48116
    (810) 229-6446
    (810) 229-6775 (fax)

    About Us

    Executive Wealth Management is an accomplished, fee-based, independent investment advisory firm, focused on downside protection through proactive management solutions. We are committed to providing read more
    • About

      Executive Wealth Management is an accomplished, fee-based, independent investment advisory firm, focused on downside protection through proactive management solutions. We are committed to providing world-class service and building life-long relationships with our clients by providing exceptional customer service.

      Above all else, we honor and conduct ourselves with truth, integrity, and confidentiality. Founded in 1981, Executive Wealth Management manages over $700 Million in private-client assets and is committed to helping you reach your retirement and financial goals.

    • Highlights

      • Hillsdale College-BA Accounting & Financial Management
      • Series 7 License
      • Series 66 License
      • Life, Accident, & Health
    • Whom to Contact

      • Lilli Forti
        135 W. North Street
        Suite 1
        Brighton, MI 48116
        Phone: (810) 229-6446
      • Albert Herzog, IV
        135 W. North Street
        Suite 1
        Brighton, MI 48116
        Phone: (810) 229-6446
      • Albert P. Herzog, III
        Phone: (810) 229-6446
      • Mike Lay
        COO
        135 W. North Street, Suite 1
        Brighton, MI 48116
      • John Oliver
        135 W. North Street
        Suite 1
        Brighton, MI 48116
      • Cathy Parkey
        Receptionist
        135 W. North Street, Suite 1
        Brighton, MI 48116
      • Jaclyn Snyder
        Client Associate
        135 W. North Street
        Suite 1
        Brighton, MI 48116
        Phone: (810) 229-6446
      • Cody Wickham
        Chief Information Security Officer
        135 W. North Street, Suite 1
        Brighton, MI 48116
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