Insurance and Investments

Today's sophisticated and rapidly changing financial world mandates professionally designed insurance and investment programs.  Providing cost-efficient life, disability and business insurance, as well as appropriately diversified and tax efficient investment programs for our clients, is a responsibility we take very seriously.

With a myriad of choices available, it is crucial to design a program that will not only provide an appropriate level of protection, but one that will also be tax efficient, provide estate tax free transfers and be creditor proof at the same time.  Tax advantaged cash accumulation, and principal protection, can be built into modern insurance and investment vehicles.

After years of competition for client assets, the insurance and investment industries have lost much of their distinction.  Their products overlap, with insurance vehicles providing investment opportunities and investment vehicles offering insurance protection.  Advisors must be knowledgeable in both disciplines to provide the most informed guidance.  Furthermore, the pension field allows not only investment opportunity, but also the ability to obtain life insurance on a tax deductible- basis, while providing statutory asset protection to those in professions subject to lawsuits.  Professionals available through Executive Wealth Management, have the education, knowledge, and experience, to coordinate highly sophisticated pension, insurance and business programs.  They will also design appropriately diversified investment portfolios, using modern portfolio theory, and will provide access to the most successful money managers in the country.

It is comforting to our clients to know that under one roof, they may access all the professional advisors they will ever need, including Accountants, Attorney's, Insurance advisors, Investment advisors, Pension Planners, Estate Planners and Employee Benefit professionals. Some of the services offered by Executive Wealth Management include:

Individual
  - Life Insurance
  - Disability Insurance
  - Long Term Care Insurance
  - Retirement Planning
  - Estate Planning
  - Investment Planning

Corporate
  - Buy-Sell agreements
  - Key Person Insurance
  - Group Benefit Plans
  - Deferred Compensation Programs
  - Pension Planning
  - Practice Management