Excelsior Wealth Partners

08/29/2026

08/17/2026

What worked then may not work now. As times change and economies change, it may be time to look at new options for your portfolio, such as an annuity.

08/17/2026

We’re proud to share an important milestone: Excelsior Wealth Partners has surpassed $1 billion in assets under advisement

To our clients, colleagues, families, and professional partners: thank you. We are honored by the opportunity to help you pursue your financial goals and build meaningful legacies.

We’re grateful for how far we’ve come and excited about the future.

$1 billion achieved. The journey continues.

08/10/2026

Low yields got you down? Let’s talk.

08/03/2026

Your portfolio may be invested in assets that are directly tied to interest rates. Are you prepared for the ride?

07/31/2026

If you had told me a year ago that I'd know the difference between the Strait of Hormuz, the Bab el-Mandeb, and various oil pipelines across the Middle East, I would have assumed I was studying for a geography exam—not managing...

07/27/2026

Bring balance into your portfolio. Message me to see how dependable retirement income can bring some zen into your life.

07/21/2026

Many pre-retirees are looking for ways to stay busy in retirement. Here are some creative and affordable ideas on how to pass the time. https://money.usnews.com/money/retirement/aging/articles/great-hobbies-in-retirement

07/14/2026

Want to volunteer in retirement but don’t know where to start? Check out this website and be paired up with a non-profit that needs you! https://www.volunteermatch.org/

07/07/2026

Retirement travel doesn’t have to cost you a fortune. There are budget-friendly destinations right here in the US! Check out these top 10.