Broker Check

Excelsior Wealth Partners

Excelsior Wealth Partners


Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a Client Focused Money Managment Firm, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies.

We are an investment adviser serving private clients, small- to mid-sized businesses, and professionals. We serve our clients’ best interests by thinking and acting independently to find tailored solutions.

Our experience, personalized approach and commitment to serving our clients. We can help you achieve your financial goals through tailored money management, proactive client service, unique perspectives and a fee structure designed for your success.

We serve the broad range needs of our clients with a concierge like attentiveness.   Need your wills updated, Need Medicare options translated and implemented, need some guidance on retiree health insurance options…. We have you covered..

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.