About

We are a wealth management company laser focused on
helping you navigate the complexities of your financial life.

As a successful professional, you face unique financial challenges. We help bring balance to building your wealth
and help you focus on your public career, navigating your corporate journey, reinvesting in your business, or
unpacking your finances after a major life event. We aim to help build long-term wealth, secure your assets, optimize your
benefits and provide for the next generation.

Put simply, we serve as a partner in navigating the financial complexities of your life so you can focus on more
important things.

MEET OUR FOUNDER

Private Executive Wealth Management was founded by industry veteran Joe Kersey, AAMS®, CRPC® who has a long and diverse career listening to and serving clients. From an early age, Joe learned the importance of keeping his word and earning the trust of others – values that continue to drive all of Joe’s interactions.

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LET’S CONNECT VIA
EMAIL OR PHONE TODAY.

JOE KERSEY, AAMS®, CRPC®

LPL Financial Advisor

Private Executive Wealth Management

3214 Electric Rd Ste 311
Roanoke, VA 24018

1-800-919-5910