“Excelsior Wealth Partners understands today's financial environment and the unique challenges individuals face as they prepare for retirement. Matthew Dauksza is the founder of Excelsior Wealth Partners. Matt is a graduate of St. Bonaventure University, where he earned a Bachelor's degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum and has also obtained his Chartered Life Underwriting designation. They can help you achieve your financial goals through tailored money management and a fee structure designed for your success. Whether they assist you with your transition into retirement or help you manage your portfolio risk, Excelsior Wealth can help you achieve your financial goals.”
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