Welcome!

Wealth is complex.

As a CERTIFIED FINANCIAL PLANNER™ professional, I bring a wealth of experience in financial planning and portfolio management, as well as tax planning and preparation. The integration between taxes and investments, and the proactive planning work involved, are a vital part of retirement and the overall wealth management process. I'm here to simplify it.

Schedule a complimentary appointment today.

Todd Perry

CFP®, CIMA®, CPWA®, RMA®

Senior Private Wealth Advisor

Advisory services offered through Executive Wealth Management, LLC a Registered Investment Advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. Products and services available only to individuals residing in the United States. EWM does not offer tax or legal advice. Tax and Legal advice offered through separate but affiliated entities.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.