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EXCELSIOR WEALTH PARTNERS

EXCELSIOR WEALTH PARTNERS

Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.

Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace. 

A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.

We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.

As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. 

Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.

 



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Excelsior Wealth Partners - Oswego, NY

Excelsior Wealth Partners - Oswego, NY

Excelsior Wealth Partners Oswego office ribbon cutting ceremony.

"I want to thank my clients, Excelsior Wealth Partners, the Greater Oswego Fulton Chamber of Commerce for the ribbon cutting, The Press Box for catering delicious food, and Trap and Andy for playing great music. They even let me sit in for a few a few songs. We were commemorating two things. I have reached my 30th anniversary as a Wealth Manager and Financial Advisor. I have also officially taken my business partners, Excelsior Wealth Partners name. We have been teammates for six years. It was time to become one team. It was a joyous occasion. Thanks to all who came to make it a special day."

- Robert Rolfe

Excelsior Wealth Names its 2023 Financial Advisor of the Year

Excelsior Wealth Names its 2023 Financial Advisor of the Year

Matthew Dauksza

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Excelsior Wealth visits Bridge Street!
Excelsior Wealth Partners - How to Eat an Elephant Commercial
Excelsior Retirement Seminar Commercial

Get your Free Social Security Maximization Report!

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Retire Like a Pro - Social Security and Medicare 

When it comes to Social Security and Medicare; the majority of people that attend our workshops tend to think that most financial advisors are subject matter specialists.  In the years that we have been working with financial advisors I can count on one hand the number of advisors that are up-to-date on both; Social Security and Medicare.  To most clients, this is fairly counterintuitive as Social Security is America's retirement program and Medicare is America's health care program for retirees.

Any way you slice it, most financial advisors are not up to date on these two backbone American retiree programs. The important thing is that you pick the correct Social Security claiming strategy and Medicare coverage for your personal situation.

At Excelsior Wealth Partners, we recognize the need to be able to answer all of our client’s retirement questions. We have invested in software and have consultants that specialize in Medicare, that allow us to complete the retiree experience for our clients. We also offer many workshops/seminars in the marketplace where you can attend, or we also offer free consultations.

Head over to our events tab to see our upcoming workshops/seminars to see what locations are nearest to you. If you are unable to attend a workshop/seminar, contact us for a free one-on-one consultation where we can do it face-to-face, over the phone, via e-mail, whatever works best for you!

Are You Prepared For Retirement?

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." For immediate assistance or to talk to an expert call 315-303-1668.

 


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Matt Dauksza releases his book, How to Eat an Elephant 11 Retirement Mistakes to Avoid

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Retirement Planning

Enjoy the fruits of your labor. Excelsior Wealth Partners will help plan for your retirement and excite you for what's to come. 

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Wealth Management

At Excelsior Wealth Partners, we do our utmost to help you achieve your financial goals. 

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OUR GOALS

OUR GOALS

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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Retirement Strategies                            Investment Management                             Financial Planning

Parking Instructions:

Park in black gated parking lot on Leavenworth Avenue (Wilkinson St gate is closed)


Driving Instructions:

From North: 690S to I-690 E to exit 11 (West St.)

From South: 1-81N to I-690W to exit 11 (West St.)

From East: 481N to I-690W to exit 11 (West St.)

From West: take West Genesee St 

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