Excelsior Wealth Management

Improve Your Financial Life

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

Personalized Investment

Focused Approach

Transparent Fees

We Help You Make GREAT Financial Decisions

100%

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

18 Years

Is the average experience of our Wealth Advisors

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.

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.

Estate Strategy

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

Sit Back, Relax & Let Us Manage Your Portfolio

Ready to Take Control of Your Financial Future?

Schedule Your FREE 30 Minute Consultation!

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