The Executive Wealth Group

10/14/2026

A home purchase can be both exciting and complex, especially when compensation, liquidity or business ownership changes the financing picture. The Consumer Financial Protection Bureau’s home-loan toolkit explains key steps, documents and costs to review along the way.

Your home loan toolkit: a step by step guide

10/13/2026

It was a great summer, and we’re looking forward to everything fall has in store! Cooler days, favorite traditions and more opportunities to spend time with our friends and families.

What’s on your fall calendar?

10/12/2026

Stay informed on financial planning, stock market and economic impacts and personal finances - even before becoming a client. Through our monthly newsletters, you'll get a sense of the personalized financial advice you will receive from our practice.

https://bit.ly/4s2CNim

10/10/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. We can assist you in planning your transition to help preserve value and reflect your vision.

10/07/2026

Happy birthday to Mike Faro! Mike, your warmth, leadership and commitment to clients, family and community make Executive Wealth Group stronger. We hope your day brings a great celebration and a winning moment or two.

10/05/2026

October is National Financial Planning Month. For families managing a business, concentrated wealth or executive benefits, the most valuable question may be: What needs to work together that currently does not? A coordinated plan can bring the moving parts into one clear view.

https://bit.ly/4zBgzGX

10/02/2026

A beautiful day on the course and a great swing in the making. ⛳

Mike’s son Jack was out on the tee box enjoying some time on the golf course. There’s a lot to love about a game that rewards patience, focus and plenty of practice.

09/29/2026

National Coffee Day feels like a good excuse to start the day with a favorite cup.

09/22/2026

There is something about the beginning of fall that naturally feels like a reset.

Schedules settle back into place, the pace of summer begins to change, and the final stretch of the year comes into view.

It can also be a good time to revisit the goals you set earlier in the year and consider what still deserves your attention before December arrives.

Happy first day of fall from Executive Wealth Group.

09/21/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.