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
General Information |
| Firm Start Year: | 2021 | |
| Gender: | Male |
| Insurance License#: | LA-910074 |
| Number of Years with Current Firm: | 3 |
| I work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management |
Services |
| Investment Types: | Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Email, Via Phone, At your office, At your home, Our Offices, Video Conference, At my office |
Firm Information |
| Assets Managed by Advisor: | $134,000,000 |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Based on Assets |
| Organization: | Cystic Fibrosis - Central New York Chapter |
| Position : | Board Member |
| Duration : | 12/2012-Currently holding |
| Bachelor's Business Administration - Finance |
St. Bonaventure University
1995-1999 |
Matt founded his own wealth management firm, Excelsior Wealth Partners, to focus on client needs without an corporate agenda. Matt specializes in working with clients to provide wealth management and financial planning to address their various needs. Matt had most recently held the position of Managing Director at the Empire State Firm. 2016 marked the sixth consecutive year that Matt and the Empire State firm were awarded the President's Trophy, given to the top performing Managing Director and Firm in the United States. Matt and his previous firm have qualified for GAMA's International Management Award at the Master Award level.
Matt is a graduate of St. Bonaventure University where he earned a Bachelor's Degree in Finance. He has also completed 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.
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Mon. | 8:30 AM - 6:00 PM |
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Tue. | 8:30 AM - 6:00 PM |
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Wed. | 8:30 AM - 6:00 PM |
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Thu. | 8:30 AM - 6:00 PM |
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Fri. | 8:30 AM - 6:00 PM |
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