Our Services

Through leading-edge technology and access to unbiased research, your Executive Wealth Advisors, LLC professional will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of J.P. Turner & Company we have access to a wide array of investment products and services, including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.

Our office specializes in providing the following financial services:

• Tax-aware investment strategies
• Investment management
• Retirement planning strategies
• Estate conservation
• Wealth Management
• College Savings Planning

Your account is protected.

Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including up to $100,000 for cash awaiting reinvestment). NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300.