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Todd Perry, CFP, CIMA, CPWA

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116
(810) 2296446

Build. Defend. Advance.

About Executive Wealth Management

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 2006 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

Firm Start Year

2006

No.of Employees

20-49

CRD#

5795799

Firm CRD#

140736

Name of Custodial Firm

TD Ameritrade

Years of Experience in Financial Services

14

Number of Years with Current Firm

1

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), Bonds, Stocks, Mutual Funds

I can meet clients in the following ways

At your office, Via email, At my office, At your home, Video Conference, Via phone

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Investment Management Analyst (CIMA®), CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Private Wealth Advisor (CPWA)

Financial Organization Memberships

Paladin Registry

Non-Financial Organization Memberships

Rotary- Brighton, MI

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

Certified Private Wealth Advisor -

Investments and Wealth Institute
2018 - 2018

Certified Investment Management Analyst -

Investments and Wealth Institute
2009 - 2009

CFP Certification Professional Education Program -

College for Financial Planning
2005 - 2007

BSBA, Supply Chain and General Management -

Central Michigan University
1999 - 2003