Certified Private Wealth Advisor 

Certified Investment Management Analyst 

CFP Certification Professional Education Program 

BSBA, Supply Chain and General Management 

Retirement Management Advisor

Todd Perry - Financial Advisor in Brighton, MI | WiserAdvisor.com

Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth 
Management difference. Our passion for our clients combined with our industry expertise has 
allowed us to become one of the largest independent wealth management firms in the country over 
the last 30 years and clients in over 40 states. As full-service private wealth advisors we 
build trusting relationships by meeting with our clients regularly to understand their evolving 
goals and implementing customized strategies to achieve their needs. <br /><br />At Executive Wealth Management, Todd serves as a Private Wealth Advisor working directly with 
clients to develop and implement comprehensive financial plans that address their evolving 
goals and financial needs. Our firm helps clients in the areas of retirement planning, 
investment management, risk management, tax planning, estate planning, business succession 
planning, family office wealth management, and charitable planning. At Executive Wealth 
Management each person in our firm is dedicated to our clients. <br /><br />As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, 
Todd understands the diverse wealth planning needs of high net-worth individuals and families. 
As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful 
relationships, build actionable plans and customized portfolios, allowing you to both protect 
and grow your wealth as you navigate complex markets and transitions in life.

Executive Wealth Management

Executive Wealth Management (EWM) offers full financial 
planning services for our clients. Our relationship 
begins with a comprehensive financial plan that covers 
retirement and income planning, investments, tax planning 
and more. Financial plans are also updated on an annual 
basis at no additional cost.

401(k) and other retirement plans are often limited to a 
handfull of investment options and basic asset classes. 
Utilizing a 401(k) rollover allows access to other 
strategies (ETFs, Individual stocks, etc.) and investment 
vehicles not available inside the plan. Depending on what 
mutual fund classes are used in the plan, there may also 
be an opportunity to lower the overall fund expenses in 
the portfolio.

Executive Wealth Management offers a wide array of 
investment capabilities, most notably, a suite of 
investment portfolios offered through Fortunatus 
Investments, an affiliated Registered Investment Advisor 
that exclusively offers its research and portfolio 
expertise to clients through advisors of Executive Wealth 
Management.  Founded and operated by common ownership, 
Fortunatus Investments has developed a lineup of actively 
managed investment models to meet the wide range of 
investors needs and objectives. Instead of a passive 
approach to our allocations, the investment team at 
Fortunatus Investments has developed the flexibility to 
systematically track and update allocations based on 
current trends in the markets sectors and asset classes. 
Each investment model has a defined equity and fixed 
income range, allowing us 
to seek unique opportunities during market upturns while 
offering defensive positioning during market downtrends.

Todd has over ten years of tax planning and preparation 
experience and has helped numerous clients navigate 
their tax situation during the distribution phase of 
their portfolio. During our analysis, we may suggest 
alternate patterns of withdrawal or contributions to 
retirement accounts like 401(k)s, IRAs, or Roth IRAs. We 
can also help you understand when it may be beneficial to 
consider Roth Conversions or harvest a capital gain or 
loss in taxable accounts. This type of planning can help 
proactively identify opportunities to save on taxes in 
retirement.

Retirement planning is complex. There's inflation, taxes, 
social security, health care costs and much more. How do 
you efficiently withdrawal from a portfolio in order to 
minimize taxes? Will I be in a lower tax bracket? Is a 
Roth conversion right for me? These are some of the 
questions that EWM can help guide you through. Since 
retirement is such a complex issue, professional help can 
be very valuable.

EWM also has the unique ability to manage employer sponsored retirement plans (401k, 403b, etc). This ensures your overall portfolio is coordinated and well-balanced. For more information, please see https://ewmadvisors.com/financial-services/401kgps

Executive Wealth Management

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