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executive wealth advisors, llc
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Founded in 2006 by Jack Kennedy, Executive Wealth Advisors, L.L.C. is an independent Registered Investment Advisor based in Colorado. The firm operates on a fee-only basis, emphasizing its fiduciary duty to act in clients' best interests. They specialize in creating customized financial plans and managing investment portfolios for individuals, families, and executives, with a focus on retirement planning, wealth management, and insurance reviews to help clients achieve their long-term financial goals.
United States
Industry
Financial