Matt Dauksza

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About Matt Dauksza

Matt founded Excelsior Wealth Partners to focus on client needs without a corporate agenda. He specializes in working with clients to provide wealth management and financial planning solutions to address their financial needs.

Matt is a financial author with a series of podcasts, blogs, and books on relevant topics facing today's pre-retirees, retirees, and wealth management clients. His most recent book, How to Eat an Elephant - 11 Retirement Mistake to Avoid, was released in 2021. Excelsior Wealth Partners has become well-known for helping clients with the complicated retirement process.

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 as well as obtaining his Chartered Life Underwriting designation.

He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal.

Matt had previously held the position of Managing Director at a Fortune 100 Company where he led that company to a record 6th consecutive US championship as the top performing Managing Director in the county.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

10-19

CRD#

4199324

Firm CRD#

Insurance License#

LA-910074

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®

Securities Licenses

Series 63, Series 26, Series 7, Series 6, Series 65

Firm Information

Total Assets Under Management by Advisor

192000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor's Business Administration - Finance

St. Bonaventure University
1995 -1999

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889436/paladinregistry-Excelsior-Wealth-Partners-detailed-disclosure.html

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Paladin Research Report For:

Excelsior Wealth Partners