Executive Wealth Management

5.0 (1 review)

Financial Advising, Investing

Closed • 9:00 am - 4:30 pm

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Investment management

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Executive Wealth Management - 1931 Duesenberg - Financial Advising Near Me - Ludington, Michigan

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John B.

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13 years ago

Independent, honest, fee- based advisors. If it's straightforward advice you're seeking give John a call!! read more

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Edward Jones - Financial Advisor: Scott A Geiger

(2 reviews)

Totally ghosted . Emailed and called and left messages about moving our investments with no answer…read moreor call back.

Scott Geiger has been our advisor since my retirement in 2004. We are satisfied with our balanced…read moreconservative returns as specified by us in our planning. We had seen Scott do his best for clients during the severe downturn in 2008-2009. Scott is always up to date on his investment knowledge and using it to his client's best advantage. We are confident he will help us through the current crisis.

Black Walnut Wealth Management

(1 review)

Eric has been my financial advisor for years. He is exceptional and very caring. I highly…read morerecommend him.

From the owner: Black Walnut Wealth Management works with individuals, families, and private foundations primarily…read morethroughout the Traverse City and Northern Michigan region. Our mission is to coordinate your entire financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. Our services are tailored to each client's financial picture—these range from advising on large purchases to investment management and strategies for tax planning and savings.

KJ Private Trustee Association

(8 reviews)

One of the best people I've ever met in my life very sweet and humble and very helpful and she…read moreknows her stuff very business oriented I do recommend her to everyone I know

My experience with this business has been chaotic at best. Emails and messages to Kelita and her…read morestaff primarily go primarily without reply. To get answers to queries, I had to book a consultation with Kelita Jackson for a fee of $150.00 for 30 minutes. I paid the fee, booking an available time on her calendar. She canceled two appointments before eventually granting the appointment. I am very displeased with the level of service

Executive Wealth Management - financialadvising - Updated September 2026

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