Michael J. Lay

Background

About Michael J. Lay

Each person leveraging every skill we have to change lives, that’s the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years with clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management Michael serves as a Director and Chief Operating Officer, working directly with his team to develop and implement comprehensive strategies to drive business growth through developing advisors and arming them with the tools and resources to best serve our clients. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. With his Certified Financial Planner designation and over 13 years of industry experience Michael understands the diverse wealth planning needs of high net-worth individuals and families, and is able to help build a firm that supports those at every level. As Chief Operating Officer, he leverages his passion and expertise to develop meaningful relationships with his team and employees, and works to motivate through thought and action.Want to learn more? Check us out at: https://ewmadvisors.com/Featured: https://ewmadvisors.com/resources/meet-the-ewm-team-video