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
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