Executive Wealth Management Employee Reviews for Anonymous Employee

"I've worked at Executive Wealth Management, a private financial planning firm, for 5 years starting as an administrative intern working my way up to the office manager. I have found it to be a very customer-focused and result-oriented company which successfully manages retirement 401Ks and fee-based advisory accounts. It was a pleasure working in the positive, encouraging environment where I was able to exponentially increase my financial acumen and aptitude."