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About Us

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

Committed to provide accurate advice to help clients take finance decisions & maintaining a long lasting relations.

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We care about people and results are achieved, and obtain satisfaction in helping our clients.
Helping to optimize the financial performance of all your business by identifying potential risks.
We develop a deep understanding of your business, industry to provide support and guidance.

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

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

A wealth management firm skilled in identifying, assessing, and implementing hidden opportunities

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website.
To help our clients go from dreaming to doing, we have our core beliefs that are central to investing success. Also, we’re here to help with any questions you have on your path to find financial security.
Retirement Planning Wealth Management 401(K)
Social Security Analysis Tax Strategies Risk Management Design
Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver custom investment solutions.
Contact Us

Contact Info

401 E Las Olas Blvd Suite 1452, Fort Lauderdale, FL 33301 [email protected] (954) 218-4327