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

©2025 Excelsior Wealth: Premier Asset Management Firm, All Rights Reserved.

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This communication is strictly intended for individuals residing in the state of AK, CA, FL, IL, MA, NC, NY, PA, SC, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver custom investment solutions.

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