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
Albert Herzog
Founder, Director, Private Wealth Advisor
Executive Wealth Management
United States, Michigan, Brighton
About Me
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
Keylinks
More profiles to browse
JS
Julee Sarto
Private Wealth Advisor
RL
Robert Larsen
Director, Private Wealth Advisor
NL
Nathan Larsen
Chief Investment Officer
WB
William Barker
Private Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BW
Bill Wood
Managing Member, Principal
Nova R Wealth