Authentic wealth solutions for unique financial circumstances.

Excelsior Capital Management - delivering an unparalleled wealth management experience to high net worth individuals and families, business owners, foundations and endowments.

 

Excelsior is a boutique, private financial services firm based in Houston, TX. Our team is comprised of seasoned advisors with decades of diverse market insight and industry expertise. We are built upon a culture of excellence and are committed to providing our clients with the resources needed for the enhancement of their financial and social capital, and the optimization and preservation of their wealth.

Check out the background of our firm and its investment professionals on FINRA's BrokerCheck.

Our Approach to Wealth Management

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Goal-oriented

Financial markets are constantly changing and evolving which is why we believe it is imperative to have a comprehensive, goals-based wealth management plan capable of adapting to different market environments.

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Consultative

We invest the time to understand the full scope of your financial situation. We pride ourselves in delivering unsurpassed client service and the high-level resources needed to help individuals and families realize their short, intermediate, and long-term financial goals.

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Personalized

We believe the optimal way to manage wealth and help our clients achieve their goals is through diversified asset allocation models comprised of select equity and fixed income specialists that are authentic to each individuals financial circumstance.

 

“An investor without investment objectives is like a traveler without a destination.”

– Ralph Seger

Get in Touch

We are dedicated to addressing the financial matters of individuals and families across the country. We welcome the opportunity to answer any questions you may have about our team, our services, and how we can assist with your financial circumstance. If you or someone you know may benefit from a consultation please call or send us an email at the contact information below and we will reach out directly.