“The integration between taxes and investments, and the proactive planning work involved are a vital part of the wealth management process.
The EWM Tax Solutions team has come together to help our clients earn and keep more wealth so they can live their life more fully.”
– Todd Perry, CFP®, CIMA®, CPWA®
Todd’s background includes over a decade of tax planning and preparation that adds insight to financial planning and portfolio management. He is a Certified Financial Planner® Professional and serves clients with the team at Executive Wealth Management. One of his foundational principles, and a focus throughout his career, is to take a holistic view of a client’s financial situation.
EWM Tax Solutions is another part of helping our clients with strategies and efficiencies that work to transform a complex and disjointed financial life into a simplified, cohesive plan. While our goal is to help our clients earn and keep more wealth, it’s also to help them achieve their financial goals.
A graduate of Central Michigan University, Todd began extending his career into the financial services industry in 2005. In addition to the CFP® certification, he has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations. Todd has also been quoted in a Wall Street Journal article discussing the importance of integrating tax and financial planning.
Todd and his wife, Kristen, spend most of their waking moments guiding, growing and playing with their three children. In those other remaining free moments, Todd enjoys hockey, golf, and opportunities to serve in the community.