CoverProfile

Albert Herzog

Founder, Director, Private Wealth Advisor

Executive Wealth Management

United States, Michigan, Brighton

About Me

Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process both as an entrepreneur and innovative leader. Bert is the founder of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and EWM's 401K GPS. Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process both as an entrepreneur and innovative leader. Bert is the founder of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and EWM's 401K GPS. He has been married for over th

View more

Profile Information

Founder, Director, Private Wealth Advisor

Executive Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Brighton

Michigan

United States

Aug 6, 2024

Work Experience

Executive Wealth Management

Founder, Director, Private Wealth Advisor
Jan 1981 - Present
Email: aherzog@ewmadvisors.com

More profiles to browse

RL
Robert Larsen
Director, Private Wealth Advisor
JS
Julee Sarto
Private Wealth Advisor
WB
William Barker
Private Wealth Advisor
NL
Nathan Larsen
Chief Investment Officer

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management