The Executive Wealth Group

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The Executive Wealth Group

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Financial Advisor, Ameriprise Financial Services, LLC

The Executive Wealth Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

10/31/2026

Happy Halloween from Executive Wealth Group. We hope the weekend is equal parts polished plans, playful traditions and a strategically generous candy bowl.

10/28/2026

Family calendars have their own kind of wealth: practices, games, dinners, school events and the stories that get repeated on the ride home. The schedule may feel full, but those ordinary moments are often the ones worth keeping.

10/26/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/23/2026

Life is full of transitions. At Executive Wealth, we help families and business owners navigate important financial decisions with personalized financial planning, wealth management, retirement planning, and estate planning strategies.
No matter where you are today, having a plan can help you prepare for what's ahead and stay focused on the goals that matter most to you.

https://bit.ly/4BpmaBJ

10/22/2026

Sleep supports attention, judgment and resilience—qualities that matter at work and at home. The CDC’s overview of sleep health is a useful reminder that high performance is not built only by adding more to the day.

General information and recommendations about sleep and sleep health.

10/21/2026

Tricks are optional. Treats are nonnegotiable. 🐾🎃

Happy spooky season from Rocky and all of us at The Executive Wealth Group!

10/20/2026

Estate readiness is not only about documents. It is also whether the right people know the plan, understand their roles and can find what they need. A thoughtful family conversation can be just as important as a signed page.

Visit our website to learn more about how to get started with us.
https://bit.ly/3UCH5AE

10/15/2026

Some of life’s best lessons are learned on the field long before we realize how much they matter.

Show up for your teammates. Put in the work even when no one is watching. Listen to your coaches. Learn from the losses. Stay humble after the wins. And when something doesn’t go your way, get back out there and try again.

Whether it’s Charlie on the baseball field or Jack with a lacrosse stick in hand, Mike loves watching his kids compete. But even more than that, he loves seeing them learn the lessons that come with being part of a team.

The seasons may come and go, but those lessons have a way of sticking with you.

10/14/2026

A home purchase can be both exciting and complex, especially when compensation, liquidity or business ownership changes the financing picture. The Consumer Financial Protection Bureau’s home-loan toolkit explains key steps, documents and costs to review along the way.

Your home loan toolkit: a step by step guide

10/13/2026

It was a great summer, and we’re looking forward to everything fall has in store! Cooler days, favorite traditions and more opportunities to spend time with our friends and families.

What’s on your fall calendar?

Address

777 West Putnam Avenue
Greenwich, CT
06830

Website

https://www.ameripriseadvisors.com/team/the-executive-wealth-group/

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