# Executive Wealth Services

Executive Wealth Services is a Multi Family Office based in High Point, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** High Point, United States
- **Region:** North America
- **Address:** Brighton, MI, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** executivewealthservices.com

## Regulatory record

- **CRD number:** 334950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334950

## About

EXECUTIVE WEALTH SERVICES LLC is an SEC-registered investment adviser in HIGH POINT, NC. The firm manages $1 million in regulatory assets, $118,985 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- John M. Shrewsbury — Founder and Managing Principal
- Brian J. Shrewsbury — Principal

## Questions

### Who makes investment decisions at 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.

### Does the firm structure direct real estate deals or use third-party managers?

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.

### What types of insurance products does the firm utilize in client portfolios?

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.

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- [Moremi Capital Management](https://altss.com/profile/moremi-capital-management-llc)
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Last updated: 2026-07-06T01:24:16.258Z

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