• Executive Wealth Management

    Executive Wealth Management

    Categories

    Financial Planning Consultants

    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 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 $900 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

    Rep/Contact Info

    Mr. Micheal Chechel
    Managing Director, Private Wealth Advisor
    Lilli Forti
    Business Development Coordinator
    Albert Herzog, IV
    Private Wealth Advisor
    Albert P. Herzog, III
    • Phone: (810) 229-6446
    Mr. Adam R. Kulesza
    Director, Private Wealth Advisor
    Mr. Robert Larsen
    Private Wealth Advisor
    Cathy Parkey
    Director of First Impressions
    Mr. Todd Perry
    Private Wealth Advisor
    Jaclyn Snyder
    Client Associate
    Cody Wickham
    Chief Information Security Officer
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