Invest with Confidence
Helping you with certainty and planning together for your bright future!
INVESTMENT ADVISOR PUBLIC DISCLOSURE
About Us
Planning SECURE Futures
Have questions about investments, planning for retirement or estate distribution analysis? One of our credentialed professionals would be glad to visit with you.
A Proven Approach
We start by listening to you. We discuss your goals, review your current planning, and provide guidance on how best to move forward towards your "Utopia". When appropriate, we will recommend an investment strategy designed to meet your goals, risk tolerance and time horizon. No stone goes unturned and your situation is often enhanced through our process. Ask about our services, fee structure, and how best to get started.
Why Us?
Although our team is comprised of diverse backgrounds and experiences, we all have this common value: our commitment to ethics and integrity. We put you first and provide unbiased independent advice that best serves you, your goals and your family.
Our Team
Founder's message
Thank you for visiting our site. Our Executive Wealth Partners team has combined experience of over 70 years in the financial services industry. We have been highly involved in both the Society of Financial Services Professionals, and the National Association of Estate Planning Councils. We look forward to serving you!
Rob Wellendorf, AEP ® CAP ®
President
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Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Privacy Policy
FFG Executive Solutions DBA Executive Wealth Partners Privacy Policy 2021.doc (pdf)
DownloadAdvisory services offered through Foundations Financial Group Executive Solutions, Inc., a Registered Investment Advisor, doing business as Executive Wealth Partners.
Website Terms & Conditions
Important information describing Executive Wealth Partner's business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Executive Wealth Partners will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.
Nothing on this website should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Executive Wealth Partners Adviser does not render or offer to render personal investment advice or financial planning advice through our website.
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