EWM provides investment account management services first. This is the core of what we do. We have the ability through our custodian to professionally manage individual investment accounts of many types. Here is a list of the most common types of accounts we manage for our clients:

  • 401k Rollovers
  • IRA Rollovers
  • Roth IRA
  • SEP Account
  • Traditional IRA
  • Individual 401k
  • Brokerage Accounts – Non Retirement

Each account type listed above is easily created and supported by the custodian. Since 2007 EWM  has had a relationship with E*trade Financial, one of the best online brokerage firms in the world. Our clients benefit tremendously from E*trade’s world class customer service and cutting edge technology. The resources and capabilities of our custodian is strategic to the success of our firm. We could not have a better partner than E*trade Financial.

Ideal Opportunity – Individuals transitioning between companies or careers with assets sitting in 401k accounts with a previous employer that can be rolled over or already in an IRA present an ideal opportunity for EWM to provide our investment management and advisor services. We will however help every individual who is a good fit for our firm regardless of current situation.

Additional services offered are periodic reviews of our client’s employer retirement savings plan such as a 401k or a 403b as well as other accounts not being managed by EWM.

Strategic Partners

EWM Strategic Partners assist our clients with valuable services like:

  1. Estate Planning
  2. Wills
  3. Trusts
  4. Life Insurance
  5. Health Insurance
  6. Tax Planning
  7. Long Term Care

Our network of qualified experienced professionals consist of Attorneys, Insurance Agents, Tax Professionals and Financial Planners. Having access to this level of talent is critical to our ability to serve our clients on a comprehensive level.