Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Our advisors

Advisor photo for Nick Dematteis

Nick Dematteis

Private Wealth Advisor

Managing Director of The Executive Wealth Group
Learn more about Nick Dematteis Visit Nick Dematteis's website
Advisor photo for Michael C. Faro

Michael C. Faro

JD

Financial Advisor

Managing Director of The Executive Wealth Group
Learn more about Michael C. Faro Visit Michael C. Faro's website
Advisor photo for Eric Gerard Davis

Eric Gerard Davis

Financial Advisor

Senior Vice President of The Executive Wealth Group
Learn more about Eric Gerard Davis Visit Eric Gerard Davis's website


Our team

Theresa Bellantoni

Theresa Bellantoni

Client Relationship Manager

Pasqualina Gstalder

Pasqualina Gstalder

Client Service Specialist

Marco Trombetta

Marco Trombetta

Client Service Specialist