Contentment requires true balance.

 

—  Rob Wellendorf, President

 
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Business owners are faced with unique challenges. For more than 25 years, I’ve had a passion for leading them and their families to contentment in an increasingly complex world.

At Execso, we focus on creating strategies that align family, wealth, legacy and philanthropy. The results go well beyond the numbers. There is an emotional side to what we do. The confidence we provide brings peace of mind, harmony and balance to the lives of families.

By recognizing the strength and soundness of advice offered by other professionals, we leverage their expertise through coordination and communication. Our process identifies gaps where they exist, and through collaboration with trusted advisors, we implement a family wealth strategy and work to find the perfect balance between desires, goals and the reality of each unique situation. Once our strategy is put in place, Execso serves as an invaluable partner navigating the waters ahead.

We’ve positively impacted business owners and their families for decades with our experience, wisdom and proven process. We wish to continue bringing contentment to others and invite you to join us in our mission.

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ROB WELLENDORF
PRESIDENT

 
 
 

Our Leadership


Rob Wellendorf, CLU, AEP, CAP
President


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Brady Marlow
VP Operations

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Blenda Dale
Client Experience Director

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