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 todays 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 Bachelors Degree in Finance. He is a graduate of The American Colleges 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
General Information |
| Firm Start Year: | 2021 | |
| Insurance License#: | LA-910074 |
| Number of Years with Current Firm: | 5 |
| 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) |
| Can meet clients in the following ways: | Via Email, Via Phone, Your Office, Your Home, Our Offices, Video Conference, Our Office |
Firm Information |
| Assets Managed by Advisor: | $134,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Based on Assets |
Board Positions |
| Organization : | Cystic Fibrosis - Central New York Chapter |
| Position : | Board Member |
| Duration : | 12/2012-Present |
Education |
| Bachelor's Business Administration - Finance | St. Bonaventure University
1995-1999 |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
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
| Mon. | 8:30 AM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 6:00 PM |
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