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Matt Dauksza, CLU®, CFP®
Excelsior Wealth Partners

Tel: 315-527-3590
225 Wilkinson St
Syracuse, NY 13204
Excelsior Wealth Partners | Financial Advisor in Syracuse ,NY


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 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.


About Excelsior Wealth Partners

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

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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

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Compliance

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


Office Hours

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

Social Networks

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