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Features
Investment Planning
Brokerage Accounts
Traditional IRA
Bonds
Educational IRA
Government Securities
Common Stock
Simple IRA
Treasury Bills
Roth IRA
SEP IRA
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Estate Plans
College Plans
Profit Sharing Plans
401(K) Plans
Tax Plans
Insurance Planning
Long Term Care Insurance
Life Insurance
Disability Income Insurance
Our Story
Dan Sanders has been in the financial industry for 25+ years, with experience at major wirehouses, this is where he observed a relentless focus on acquiring new clients rather than truly serving existing ones.
At Executive Wealth Management, we do the opposite—we dedicate personalized attention to every client, crafting tailored strategies to help them plan for retirement, grow their wealth, and create a lasting legacy for future generations.
Unique. Different. Focused on you.
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What People Say
Meagan and Chris G
"Dan Sanders has been our fiduciary since 2017 when he seamlessly handled the
conversion of my company-style 401K into a Standard IRA.
Over the last several years, we
have employed Dan’s expert concierge services for many other financial transactions.
Recently, we sold an investment property and needed a tax-saving solution for the
proceeds.
Dan lead this effort with diligence, professionally coordinating a 1031 Exchange
into several income producing DSTs. Dan’s knowledge and experience in the financial
arena definitely put him near the top of our speed-dial list with family and friends; he has
been both to us!"
Chuck P
"I have worked with several financial advisors over the years, and had a difficult time finding one that was readily available when needed, and willing to work closely with you to meet your investment needs.
I finally found my solution with an independent advisor - Dan Sanders and
Executive Wealth Management.
The larger firms focus on impressive marketing presentations to get your business, but are then weak when it comes to service after the sale.
Their goal is to sign up as many clients as possible, and then only meet with them once or twice a year, irrespective of what is taking place in the markets.
You will find that Dan places a much greater focus on customer service."
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