VETTED
Matt Dauksza
CFP®, CLU®
Tel: 315-527-3590 225 Wilkinson St Syracuse, NY 13204
About Matt Dauksza
Matt founded Excelsior Wealth Partners to focus on client needs without a corporate agenda. He specializes in working with clients to provide wealth management and financial planning solutions to address their financial needs.
Matt is a financial author with a series of podcasts, blogs, and books on relevant topics facing today's pre-retirees, retirees, and wealth management clients. His most recent book, How to Eat an Elephant - 11 Retirement Mistake to Avoid, was released in 2021. Excelsior Wealth Partners has become well-known for helping clients with the complicated retirement process.
Matt is a graduate of St. Bonaventure University where he earned a Bachelor's Degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum as well as obtaining his Chartered Life Underwriting designation.
He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.
Matt had previously held the position of Managing Director at a Fortune 100 Company where he led that company to a record 6th consecutive US championship as the top performing Managing Director in the county.
About Excelsior Wealth PartnersMatt is a financial author with a series of podcasts, blogs, and books on relevant topics facing today's pre-retirees, retirees, and wealth management clients. His most recent book, How to Eat an Elephant - 11 Retirement Mistake to Avoid, was released in 2021. Excelsior Wealth Partners has become well-known for helping clients with the complicated retirement process.
Matt is a graduate of St. Bonaventure University where he earned a Bachelor's Degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum as well as obtaining his Chartered Life Underwriting designation.
He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.
Matt had previously held the position of Managing Director at a Fortune 100 Company where he led that company to a record 6th consecutive US championship as the top performing Managing Director in the county.
Excelsior Wealth Partners offers all-encompassing financial services for our clients. 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 Partners can help you achieve your financial goals
See DisclosuresGeneral Information
Firm Start Year:
2017
No. of Employees:
10-19 Employees
Insurance License#:
LA-910074
Number of Years with Current Firm:
9
Work with the following types of clients:
Individual Investors, Businesses
Advisory Services Provided:
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Products & Annuities
Services
Investment Types:
Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, FOREX & Currency, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$100,000
Compensation Methods:
Based on Assets
Firm Information
Assets Managed by Firm:
$1 Billion +
Total Assets Under Management by Advisor:
523,000,000
Education
Bachelor's Business Administration - Finance:
St. Bonaventure University
1995 - 1999
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
26 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:30 AM - 6:00 PM
Tuesday8:30 AM - 6:00 PM
Wednesday8:30 AM - 6:00 PM
Thursday8:30 AM - 6:00 PM
Friday8:30 AM - 6:00 PM
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