Excelsior Wealth Partners

Excelsior Wealth Partners

I operate as an independent advisor through Excelsior Wealth Partners, a boutique wealth management firm with roots in Syracuse, New York and clients across the country.

While Excelsior provides the broader platform, resources, and support, my clients work directly with me. I handle the planning, the investment strategy, and the ongoing relationship personally.

Behind the scenes, Excelsior provides operational support, compliance oversight, and access to a broader network of planning and investment resources. This helps ensure that everything is handled properly and consistently as your plan evolves over time.

We are also supported by Osaic, a large national network that provides additional investment oversight, technology, and regulatory support. Client accounts are held with Pershing LLC, a well-established custodian responsible for safeguarding assets and processing transactions.

In practice, this structure allows me to keep the relationship personal and straightforward, while still having the support and infrastructure of a larger organization behind the scenes.