Excelsior Wealth Management focuses on helping you make sense of the complex world of investing. We focus on making sure you find and implement the solutions that will help you achieve your goals.
Our main areas of expertise are:
- 401K Rollover Solutions
- IRA and Roth IRA Management
- 529 College Savings Plans
- Retirement Income Planning
- Social Security Income Planning
- Managing an Inheritance
- Managing Lottery Winnings
- Portfolio Management
- Life Insurance Services
No matter what area you need advice in, we will focus on finding the best solutions at the best possible cost. We look for every opportunity to reduce fees and increase your bottom line.
It’s our goal to work with you for a lifetime and to be part of your financial planning team. We do that by always being honest, transparent and focused on our clients best interests.
Here’s what you can expect when you hire us…
Tailored advice based on your goals and objectives. Whether you need advice around retirement planning, saving for a child’s college education or navigating a complex financial planning situation, having an independent financial advisor that is in touch with your personal goals is important. We can help you find the right solutions for your needs and goals.
Complete transparency about costs and fees. We are a fee based advisory firm. Our fees are typically based on a percentage of assets managed. It’s simple, transparent and easy to understand. It also aligns our objectives with yours and gives us an incentive to grow your assets.
Always act in the client’s best interest. Since we are an independent financial advisory firm we are not predisposed to using specific products and services. We are able to investigate the full spectrum of available products and services that may be suitable to help you achieve your goals.
Relationships always come first. This is a relationship business. Some people seem to forget that. We haven’t. It’s our objective to keep you as a happy and satisfied client for a long time. A majority of our new clients are referred to us by happy long-term clients.
If you have questions and want to talk about your own financial planning needs please contact us here.
We look forward to working with you.