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
We take time to get to know you and your long-term goals, and we develop solutions to help you manage those goals. We develop a comprehensive strategy seeking to optimize your savings, investments and long-term security.
Our experienced team supports you by:
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.Read More
3214 Electric Rd Ste 311
Roanoke, VA 24018