Executive Wealth Management of Rochester, Neighbor

<b><i>Michigan Firm Provides Comprehensive<br>Financial Services Locally and Throughout the United States</i></b>

The comprehensive financial planning and investment<br>advisory firm, Executive Wealth Management (EWM) of Brighton, MI, announced today the opening of a new Rochester, MI branch of the company. Peter A. Mitroff,<br>Chief Executive Officer and William A. Waggoner II, Chief Financial Officer of the Rochester firm are committed to a two pronged approach of financial investing – retirement distribution strategies for clients approaching or at<br>retirement age, and savings plans and tactics for those clients currently building retirement nest eggs.

“We are pleased to announce the opening of the Rochester Branch of Executive Wealth Management,” said Founder and President of EWM, Bert Herzog, CFP®, ChFC &amp; MBA.<br>“Peter Mitroff and William Waggoner are experienced, strategic, financial professionals and we look forward to the Rochester team in our mission to financially advise<br>many generations of clients with strong, secure strategies and great financial success.”

CEO Peter Mitroff is an experienced Financial Planner who has spent over 15 years educating and directing his clients in the area of retirement planning.  His specialties include IRA/401k distribution strategies, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Peter is married to Amy<br>Mitzelfeld-Mitroff and resides in Rochester with their four children.

CFO William (Bill) Waggoner has an extensive background in the Financial Services Industry.  He specializes in retirement planning and is a retirement plan distribution expert. With experience as both a branch manager and investment advisor, Bill’s mission is a commitment to<br>educating individuals on financial options while achieving investment peace of mind. Bill Waggoner lives in Shelby Township, Michigan with his wife of 15 years, Caroline.

<br>Executive Wealth Management utilizes a disciplined, risk adjusted, and timely approach to investing so investors to take advantage of potential market opportunities while<br>maintaining the flexibility to make adjustments as needed. The experienced team at Executive Wealth Management offer a wide variety of financial services including; Portfolio Management, Retirement, Estate and College Planning Strategies, 401K and Retirement Plan Recommendations and Tracking, Company Benefit Analysis, Income Tax Planning and Overall Tax Management Strategies, Long Term Care Insurance and Life Insurance.

Executive Wealth Management is a Registered Investment Advisory firm with over $440,000,000 of assets under management.  Founded in 1981 by Albert P. Herzog, EWM is headquartered in Brighton Michigan, with offices in Rochester, Jackson, Northville and Frankenmuth. With<br>a combined experience of over 35 years in the financial services industry, the Rochester office is operated by Peter Mitroff and William Waggoner.

The Rochester office is located at 414 S. Main<br>Street, Suite 103, Rochester, MI  48307. For<br>more information, please contact Peter Mitroff at pmitroff&#64;ewmadvisors.com or call (248) 266-2900.

<br><i>Registered Representatives of and securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC.  Advisory services offered<br>through INVEST and Executive Wealth Management, registered investment advisors.  INVEST does not provide tax or legal advice and is not affiliated with Executive Financial Planning or Executive Wealth<br>Management.</i>

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