Excelsior Wealth Partners

10/05/2026

09/29/2026

Have the current market fluctuations affected your portfolio? Fixed indexed annuities may be the perfect alternative to equity uncertainty. Contact me to learn more.

09/22/2026

Has recent equity performance left you less than happy? I have fixed income strategies that can preserve principal and offer retirement income regardless of the economic environment. Contact me and we’ll get started.

09/15/2026

After retiring, you probably don’t want to go back to work, change your lifestyle, or spend your children’s inheritance to cover increasing expenses or market losses. I have annuity strategies that can help preserve your lifestyle throughout retirement. Contact me to learn more.

09/08/2026

The first two to three years before retirement is the time to balance asset growth while trying to prevent losses due to market fluctuations. Help take risk off the table with a short-term or fixed income annuity. Contact me to find out more.

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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?