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Blake Calligaro is a dedicated financial advisor committed to helping individuals and families build clarity, confidence, and long-term security around their financial lives. With a client-first philosophy and a disciplined, evidence-based approach. We help clients to turn complex financial decisions into clear, actionable strategies aligned with what matters most to them.

Blake works with clients across all stages of life, from young professionals building strong financial foundations to families balancing competing priorities and retirees focused on protecting and enjoying what theyve built. Areas of focus include comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, risk management, estate planning, and education funding. Rather than offering one-size-fits-all solutions, Blake believes every financial plan should reflect a clients unique goals, values, and circumstances.

At the core of Blakes approach is the belief that good financial planning is about more than numbersits about people. Markets will fluctuate, life will change, and unexpected events will happen. By emphasizing diversification, long-term thinking, and disciplined decision-making, Blake helps clients stay focused on what they can control while navigating uncertainty with confidence. Education plays a central role in this process, and clients are encouraged to understand not just what decisions are being made, but why they matter.

Blake holds the industry gold standard, CFP®, CHFC®, RICP® designations and Series 7/65/6/63, and continually stays current with industry research, regulatory changes, and best practices. This commitment to ongoing learning allows Blake to provide thoughtful guidance grounded in both technical expertise and real-world application. Integrity, transparency, and accountability guide every client relationship.

Outside of work, Blake enjoys high level fitness... ultrarunning, weightlifting, international travel, golf, and believes that a well-planned financial life should support a rich and fulfilling personal life. Blake is passionate about helping clients align their money with their purpose, so they can spend more time focusing on what truly matters.

Whether navigating a major life transition or simply seeking a trusted partner to help manage long-term goals, Blake is committed to providing guidance, perspective, and peace of mind every step of the way.

Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Prior to joining Excelsior Wealth Partners, Russell spent almost 10 years as a Vice President with M&T Securities. Previously to M&T Securities, Russell worked for SunTrust, including partnerships with their Sports & Entertainment Division in Miami, Florida, which focused exclusively on the unique planning needs of celebrities and professional athletes. Russell also served with a Special Forces National Guard under a Rep 63 contract before transitioning to Infantry. His 11 year old son, Chance, is an actor.

Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.

Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.

A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.

We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.

As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and customers. By putting their long-term interests first, we've shown that looking out for each other pays off, time and again. The proof is in our financial strength ratings 1, among the highest of any company in any industry.

I specialize in comprehensive financial planning services for a fee. I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.

The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals.

Our purpose drives everything we do, helping generations of people achieve lasting financial stability with the guidance and support they need to reach their financial goals.