The Executive Wealth Group

10/05/2026

October is National Financial Planning Month. For families managing a business, concentrated wealth or executive benefits, the most valuable question may be: What needs to work together that currently does not? A coordinated plan can bring the moving parts into one clear view.

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10/02/2026

A beautiful day on the course and a great swing in the making. ⛳

Mike’s son Jack was out on the tee box enjoying some time on the golf course. There’s a lot to love about a game that rewards patience, focus and plenty of practice.

09/29/2026

National Coffee Day feels like a good excuse to start the day with a favorite cup.

09/22/2026

There is something about the beginning of fall that naturally feels like a reset.

Schedules settle back into place, the pace of summer begins to change, and the final stretch of the year comes into view.

It can also be a good time to revisit the goals you set earlier in the year and consider what still deserves your attention before December arrives.

Happy first day of fall from Executive Wealth Group.

09/21/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

09/19/2026

Youth sports teach lessons that extend far beyond the scoreboard.

Showing up prepared. Working as a team. Handling both wins and setbacks with character. Learning that growth comes through consistency, effort, and resilience.

Those are lessons that stay with us long after the final whistle.

09/17/2026

Q: I have accumulated a significant amount of company stock. Is that necessarily a problem?

Not always, but it is something worth evaluating.

For executives who receive equity compensation, company stock can gradually become a large percentage of their overall portfolio. That can create additional considerations around diversification, taxes, liquidity, and long-term financial goals.

There is rarely a one-size-fits-all answer. The important part is understanding how that position fits within your complete financial picture.
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09/15/2026

Stay informed on financial planning, stock market and economic impacts and personal finances - even before becoming a client. Through our monthly newsletters, you'll get a sense of the personalized financial advice you will receive from our practice.

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09/11/2026

Today, we remember the lives lost on September 11, 2001, honor the bravery of the first responders, and reflect on the strength shown by communities across our country in the days that followed.

We will never forget.

09/09/2026

As your financial life becomes more complex, your estate plan may need to evolve with it.

A growing investment portfolio, business interests, real estate, changes within your family, or a move to another state can all be reasons to revisit the documents and decisions you made years ago.

Estate planning is not something to complete once and forget. It should continue to reflect the life you have built and the legacy you want to leave. https://bit.ly/3V0EzUE