Executive Wealth Partners

Executive Wealth Partners provides discretionary and non-discretionary investment management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals and business owners. The firm manages client portfolios directly and also offers access to SEI-sponsored managed account and mutual fund model programs, while delivering individualized financial plans and rollover guidance.

Portfolios are constructed around each client’s stated goals, time horizon, objectives, and risk tolerance, using fundamental and technical analysis and allowing client-imposed investment restrictions. Account reviews and client reporting are performed at least quarterly, and clients may select wrap-fee or non-wrap arrangements with SEI acting as a co-advisor under tri-party agreements for certain managed account solutions.

The brochure discloses that the firm’s principal is also the owner of a registered insurance agency and is licensed to sell insurance products, receiving commissions on such sales — a relatively uncommon arrangement that the firm says is mitigated through disclosure and its fiduciary obligations and that clients are not required to purchase insurance from the firm. The principal additionally provides separate business consulting through an affiliated company, and the advisory practice operates with a modest asset base and small client roster, which shapes how services, referrals, and coordination with third-party platforms are handled.