Executive Wealth Services

Investment decisions are made by Brian J. Shrewsbury and John M. Shrewsbury under a centralized portfolio construction process. The firm does not employ separate portfolio managers for different asset classes. Allocations are custom-built for each client and reviewed against liquidity needs arising from their operating businesses or planned exit events.

Real estate exposure is partially direct — particularly in Michigan commercial and residential income properties — and partially via managed funds or REIT allocations. The firm's advisory model encourages clients who already hold operating real estate to treat it as part of their investment portfolio rather than a separate silo. Exact vehicles vary by client rather than under a single firm-level fund structure.

The firm is physically concentrated in Brighton, Michigan, but client geography can extend to other states depending on the family's business footprint. The in-house legal component, however, practices under Michigan jurisdiction, so estate documents and entity structures for out-of-state clients typically require coordination with local counsel.

Executive Wealth Services uses a fee-based model combining asset-under-management fees with fixed retainers for integrated tax and legal advisory work. Specific fee schedules are not publicly disclosed, but the hybrid legal-advisory structure means some services may be billed through the law practice on an hourly or flat-fee basis — an arrangement that clients should explicitly review before engagement to avoid blurred fee expectations.

The firm structures permanent life insurance, long-term care policies, and buy-sell funding through insurance vehicles as part of its estate-planning-driven advisory framework. Insurance is used both for asset protection and as a tax-advantaged accumulation tool for business owners. The Shrewsburys maintain relationships with major carriers but are not restricted to a single platform.