Managing wealth is complex but as the saying goes, it doesn’t have to be – with a little help.

The highly educated, experienced and knowledgeable team at Executive Wealth Management simplifies the complexities by providing retirement, investment, tax and legal solutions to help their clients live with confidence.

“One size does not fit all when it comes to a financial plan,” said David Lawrence, who joined Executive Wealth Management in 2023 as a Private Wealth Advisor. “We manage your entire financial picture with a tailored plan to fit your life's individual goals.”

Lawrence, who worked at TD Ameritrade in 2017 as a consultant for some of the leading RIA firms in the country before joining Executive Wealth Management, helps clients manage their wealth, explore cash flow and income projections, maximize social security benefits, build legacy planning, and other retirement solutions. Lawrence and his team look at every aspect of a client’s finances to help build a custom, holistic financial plan.

“Our focus is on developing and sustaining relationships with our clients and providing trusted guidance to implement a complete financial strategy,” said Lawrence, who stresses that “education is big with us.”

“For example, interest rates have been a big talking point in the news over the last 12 months and we have plans on how you can take advantage of this higher rate environment outside of the standard high yield savings account or CD from the local bank,” he said. “We want to be sure folks are informed with more information to help give them the best solution for their family.”

And speaking of family, Lawrence’s sister, Megan Hurches, is a co-advisor at Executive Wealth Management.

Lawrence, a native of Farmington Hills and 2008 graduate of Orchard Lake St. Mary’s, graduated from Michigan State in 2013. He began his financial career in Chicago with UBS Financial Services as a service associate/fund analyst before moving on to Deutsche Asset Management in 2015 as an internal wholesaler in their Chicago office.

After the Schwab/TD Ameritrade merger, “it was time to come home to Michigan” and begin his career as an advisor with Megan at Executive Wealth Management.

Executive Wealth Management has been in business for over 35 years and is family oriented, with multiple family-centric teams within their firm (father/son, brother/sister), which provides a unique client experience and perspective. They are also well positioned with senior advisors and up-and-coming advisors to tailor to multiple generational needs.

Executive Wealth Management offers investment management services, estate planning (legal) and tax planning services all under one roof.

“We specialize in offering tailored financial planning for our clients as well as customizable investment management options,” said Lawrence, who is an active member of the Northville Chamber of Commerce. “We do not believe in a ‘one size fits all’ model and we take time to get to know our clients to provide an offering that best suits them.”


Executive Wealth Management, LLC (EWM) is a Registered Investment Advisor with the Securities and Exchange Commission. Information inside this article is not necessarily the opinion of EWM and should not be acted on or considered advice. Please schedule time to consult with an advisor before making any tax, legal or investment decisions. EWM does not offer legal or tax advice, but our clients are offered it through separate but affiliated entities.