A team of talented financial professionals
The Xecutive Wealth Strategies process will help you discover your ideal vision for retirement then design a strategy to help guide you to accomplish your goals. Please tell us about your client and let’s see if we can help.
Xecutive Wealth Strategies is a fiduciary that strives to build long lasting relationships with our clients and their families to try and create a legacy that will last a generation.
Meet our licensed team
Joseph Schrutt
Financial Advisor
Joseph Schrutt is a financial professional with The Financial Guys and a Registered Representative with Peak Brokerage Services, LLC. He is passionate about building a strong rapport with every client he meets, treating each of them as if they were family. Joseph considers himself privileged to call many of his clients friends.
Raised in Kenmore, New York, Joseph graduated from Kenmore East High School. He played hockey growing up playing juniors, then finished his career playing and coaching at Dyouville college. He now enjoys golfing, and looking to get his first 300 in bowling.
Joseph graduated from Kenmore East High School. Upon graduation, he chose to attend Erie Community College and further his education in Bachelors in Science and Nursing. At Dyouville College, right before Joseph’s Graduation, his father Mark was diagnosed with Terminal Cancer. Mark passed away, resulting in financial hardship for his family. This experience led Joseph to pursue a career in financial advising and help families plan for the unexpected.
Licenses Include
Series 6
Series 63
Life Insurance broker working with all the major insurance carriers in WNY
Disability Insurance
Life, Health and Accident Insurance
Certified Social Security Claiming Strategist (CSSCS)