Featured Business Financial Advisor in Brighton, MI
Brighton Financial Advisors
Executive Wealth Management
135 W North Street Ste 1
Brighton, MI 48116
Phone Number
“Build. Defend. Advance.”
Advisor Profile
Todd Perry
Name:  Todd Perry
Website:  Visit Website

About Executive Wealth Management

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 1981 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.
 

General Information

CRD#:    5795799
Firm CRD#:    140736
SEC File#:    801-66881
States Willing to do Business in:    Ann Arbor,Bloomfield Hills,Byron,Chelsea,Clarkston,Dexter,Farmington,Fenton,Fowlerville,Gaines,Gregory,Hamburg,Hartland,Highland,Holly,Howell,Keego Harbor,Lakeland,Linden,Livonia,Milford,New Hudson,Northville,Novi,Pinckney,Plymouth,Redford,South Lyon,Southfield,Stockbridge,Walled Lake,Waterford,Webberville,Whitmore Lake,Wixom,Ypsilanti
Work Experience:    Started in the financial services industry in 2005.
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
I can meet clients in the following ways:    Via phone, Via email, At your office, At your home, At my office, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA®)
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Todd Perry

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