Client Portal

Our Services

Plan Comparison

PREMIUM $100K-$1M

  • Dedicated Wealth Advisor
  • Curated ETF Model Portfolios
  • Asset Protection Solutions
  • Foundational Financial Plan
  • Online Account & Planning
  • Tool Access
  • On-demand Service Support & Guidance
  • Annual Reviews

CUSTOM $1M-$5M

PREMIUM PLUS...

  • Customized Portfolios
  • Individual Securities
  • Access to Private Asset Managers
  • Alternative Investments* hedge funds, etc.)
  • Enhanced Financial Plan
  • Estate Planning Advice
  • Group Life Coach Services
  • Bi-Annual Reviews

FAMILY OFFICE $5M+

PREMIUM & CUSTOM PLUS...

  • Expanded Alternative Investments
  • Strategic Liability Management
  • Enhanced Estate Planning Services
  • One-on-One Life Coach Services

*Available to accredited investors.

Standard of Care
Investment Philosophy

Investment Advice

  • 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 and 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

  • 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.
Request a Discovery Meeting
Request a Discovery Meeting
info@excelsiorcapgroup.com
201 Columbine St Ste 150 #6195, Denver, CO 80206
info@excelsiorcapgroup.com

201 Columbine St Ste 150 #6195, Denver, CO 80206

©  Excelsior Wealth Management.   Form CRS   |   ADV
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
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