EXECUTIVE WEALTH PARTNERS

Overview

Executive Wealth Partners is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines fee-based planning and portfolio management with insurance brokerage activity and describes itself as a capital allocator that hires or selects outside managers as part of its service set. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Executive Wealth Partners does not identify as an active ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices