Tailored service, disciplined strategies, committed guidance
Our experienced professionals have been assembled to offer you the depth of resources, and commitment needed to manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
Investors have much to be thankful for in 2024
Looking for efficiencies in government spending: Look elsewhere
Giving is a family affair
Through the back door to bigger retirement savings
Yield curve shift
In the name of conservation
Should you franchise your business?
What’s driving the recent surge in bond yields?
Fed Chairman not in a rush
Trim your future tax bill by thinking ahead
- Excelsior Wealth Management
- 3121 Quail Springs Parkway Suite 110 Oklahoma City, OK 73134
- T: 405.546.4000
- F: 833.908.2527
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