News

Excelsior Wealth Partners Acquires Syracuse Financial Services Practice

 Excelsior Wealth Partners – a Northeastern U.S. based Wealth Management firm – announced today that it has finalized its acquisition of Brett Baumlin’s Syracuse Financial Services practice. The acquisition will strengthen Excelsior Wealth Partner’s expertise and presence in the central New York area.

Baumlin has been in the Financial Services industry since 1978, starting his career at John Hancock and eventually owning his own practice 30 years ago. The practice has grown to over 500 clients, who will transition over to EWP within the next 6 months.

“We are very excited to be working with Brett through this transition phase and we look forward to being able to continue to offer Brett’s clients the level of service they have come to expect from their years of working with him,” says Matthew Champion, President of Excelsior Wealth Partners.