EXCELSIOR WEALTH PARTNERS

I moved my accounts to Excelsior Wealth Partners earlier this year to follow Russell Stout. I am a tentative investor and Russell is very good at being patient with my questions and when I need reassurance. It is clear that my accounts have been very well managed as Russell was actually able to grow them during a global pandemic and subsequent market downturn. I highly recommend Russell and Excelsior.

My husband and I moved our retirement at the recommendation and urging of our daughter, Jessica. Russell Stout is professional, very knowledgeable and committed to keeping up to date with current and projected investment trends and data which he communicates timely via e-mails and in-person meetings. He is personable and takes the time necessary to educate us in 'layman's terms', for which we are very thankful and a little bit more 'investment savvy', :-). That said, we are very pleased with the move we have made and our continued relationship with Russell Stout at Excelsior Wealth Partners.

Russell Stout has been our trusted advisor for 10+ years. In handling our family investment portfolio he has always made us feel important and respected in the process. We trust our future is in good hands with Russell's guidance and understanding of what is important to us! Russell is responsive to questions and always provides us quality information while assisting us with making decisions. He truly cares about us and shares our goals for our financial future.