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Excelsior Wealth Management

Improve Your Financial Life

Answer the following question with confidence: Are we set financially for success?

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Personalized Investment
Focused Approach
Transparent Fees

We Help You Make GREAT Financial Decisions

100%

100%

Of Excelsior Clients have access to a personalized financial plan from their dedicated advisor

18 Years

18 Years

Is the average experience of our Wealth Advisors

26%

26%

Lower Fees Than our Competitors

Investment Advice
That Works

  • Tailored to meet you where you are on you are financial journey, from emerging wealth to ultra-high-net worth.
  • Carefully curated selection of best-in-class model & custom portfolios, including alternative investments and private asset managers.
  • Portfolios crafted for growth, income, or preservation depending on your specific goals and risk tolerance.
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Wealth Planning

  • Exclusive access to a dedicated advisor at no additional fee.
  • Develop a personalized financial plan designed to adapt as life changes and unfolds – Again, at no additional fee.
  • Implement strategies for short-term and long-term savings goals – This may include optimizing savings, planning for retirement, funding education, tax minimization, and devising an income distribution plan.
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Estate Strategy

  • Transfer your assets efficiently and clearly convey wishes for your loved ones and your own well-being.
  • Guidance on wills, trusts, and beneficiary designations.
  • Solutions to minimize estate taxes and enhance your legacy plan.
Learn More

How It Works

Schedule a FREE Consultation

Review Your Custom Financial Plan

Provide Limited Trading Authorization

Sit Back, Relax and Let Us Manage Your Portfolio

How It Works

Schedule a FREE Consultation

Review Your Custom Financial Plan

Review Your Custom Financial Plan

Sit Back, Relax & Let Us Manage Your Portfolio

Ready to Take Control of Your Financial Future?

Schedule Your FREE 30 Minute Consultation!

FINRA BrokerCheck

Request a Discovery Meeting
Request a Discovery Meeting
info@excelsiorcapgroup.com
(303) 351-6436
201 Columbine St Ste 150 #6195, Denver, CO 80206
info@excelsiorcapgroup.com
(303) 351-6436
201 Columbine St Ste 150 #6195, Denver, CO 80206

©  Excelsior Wealth Management.   Form CRS   |   ADV    |   Privacy Policy
Investment advisory services are offered through Excelsior Advisor Network LLC, a Registered Investment Advisor. Excelsior Wealth Management is a DBA of Excelsior Advisor Network LLC. Securities offered through Charles Schwab & Co., Inc.. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Excelsior Wealth Management LLC is not affiliated with The Leaders Group, Inc. Form CRS

©  Excelsior Wealth Management.   Form CRS   |   ADV    |   Privacy Policy
Investment advisory services are offered through Excelsior Advisor Network LLC, a Registered Investment Advisor. Excelsior Wealth Management is a DBA of Excelsior Advisor Network LLC. Securities offered through Charles Schwab & Co., Inc.. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Excelsior Wealth Management LLC is not affiliated with The Leaders Group, Inc. Form CRS