Tim Giampetroni

Executive Wealth Management LLC (EWM) is a SEC-registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Bert Herzog III in 1981 as Executive Financial Planning and their name was changed to Executive Wealth Management in 2006. They are a subsidiary of EWM Capital LLC. EWM provides advisory services to individuals, high-net worth individuals, pension and profit- sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations and other businesses.

Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.