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 Centaurus Financial, Inc. 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.
The Securities Investor Protection Corporation (“SIPC”) protects certain customer funds up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371-8300 or visit www.sipc.org. Our clearing firms offer additional coverage. To read more about the coverage offered through our clearing firms, please visit www.jpturner.com/personal/sipc.aspx.