It’s not about what you make, it’s about what you keep.
When evaluating private wealth advisors, it can be hard to distinguish between firms. Experience, unbiased advice, and unparalleled client service are what makes Executive Wealth Management stand out from the rest. Executive Wealth Management was founded on the principle that our firm could only be as strong as our clients’ success. We conduct our business with truth, integrity, and confidentiality. Each of our advisors agrees to a signed code of ethics, guaranteeing our commitment to you, the client.
Experience
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Executive Wealth Management is an esteemed, fee-based independent advisory firm founded in 2005 by Shahid Ali Syed. Executive Wealth Management has pioneered Overseas client portfolio management with our proprietary Protactical™ investment process. We are entrusted with over $150 million in investable assets, the majority of which are managed through our UAE based models.
SERVICES
Our industry-leading wealth management team specializes in working with high net worth individuals, families, and business owners. We cultivate confidential relationships with our clients through investment, retirement, and legacy wealth solutions. Our firm will always be committed to the needs of our clients.
OUR VISION
We strive to build enduring relationships with every client through proactive, unbiased and personalized financial strategies. We recognize that every client is unique. Through listening with compassion and challenging without judgment we can work towards your goals