The Executive Wealth Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

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Team photo for The  Executive Wealth Group
Team photo for The  Executive Wealth Group

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Advisors

Advisor photo for Nick Dematteis

Nick Dematteis

CRPC

Private Wealth Advisor

Managing Director of The Executive Wealth Group
Visit Nick Dematteis's website
Advisor photo for Frank St Amand

Frank St Amand

Financial Advisor

Visit Frank St Amand's website


Team

Theresa Bellantoni

Theresa Bellantoni

Client Service Coordinator

Pasqualina Gstalder

Pasqualina Gstalder

Client Service Specialist