OSWEGO – Celebrating his 30th year as a financial advisor and wealth manager Rob Rolfe, owner of Harmony Financial, is moving on to a new venture as a member of Excelsior Wealth Partners.
Since 2018 Rolfe has been an independent partner of Excelsior Wealth Partners, a premier asset management firm. By joining Excelsior Wealth Partners Rolfe will be fully integrated and will have access to opportunities and strategies that will prove beneficial to his clients.
“This is an exciting moment in my professional career and for my clients as well,” said Rolfe. “After years of working independently I am looking forward to working in a team environment. I look forward to continuing to participate in Excelsior Wealth Partners’ Investment Committee. I collaborate with five other wealth managers, to research, design, and manage portfolios for wealth management clients.
According to Matt Dauksza, CEP®, CLU®, I CEO of Excelsior Wealth Partners Rolfe is a welcome addition to the team.
“We had been aware of Rob in our marketplace as a leading successful financial advisor and set our sights on bringing him in to the Excelsior Wealth team in 2018,” said Dauksza. “Rob shares the same vision as we have at Excelsior, a client first mentality. As a member of the Excelsior Wealth Partners team we will work with Rob to streamline his current business and wealth management functions while adding technology that will allow for his client’s to enjoy an enhanced experience. We are excited to have a top tier financial advisor like Rob join our team. ”
With a combined experience of over 120 years, Rolfe and the Investment Committee at Excelsior Wealth Partners will be working together to provide clients with superior service and best solve the challenges clients face in reaching their financial goals. In addition to resources such as mutual funds, stocks, bonds and CDs, Excelsior Wealth Partners and Rolfe also a wide variety of assets that can help preserve clients’ wealth, grow their wealth, or create income.
“The ability for our team to offer more seminars on meaningful topics such as wealth management, Social Security and other issues that are vital to a family’s retirement goals, are crucial to live a 20-30 year retirement. The opportunity to meet with our clients in our Oswego or Onondaga County offices are additional benefits that our clients will continue to appreciate,” added Rolfe.
Along with the immediate benefits to his clients and his business, Rolfe said that the long term advantages of joining Excelsior Wealth Partners played an important part in his decision.
“In the United States there are approximately 180,000 fiduciaries. With the average age of financial advisors being 64, in 10 years two thirds of these advisors will no longer be working. I want to be working with my team to help more seasoned advisors have a sound succession plan in place and enable them to ensure their clients will be taken care of at a high level when they retire. As a team, we have considerably greater capacity to serve those retiring advisor’s clients,” explained Rolfe.
Rolfe has had a Business Continuation Plan in place since 2018, with Excelsior Wealth Partners. In the event he has a catastrophic health calamity, preventing him from working for several months, Excelsior Wealth Partners teammates would see to it that his clients were taken care of until his healthy return. In the event of a pre-mature death, Excelsior Wealth Partners would also step in immediately to serve Rob’s clients. Now, there is also a Succession Plan in place. So, when Rob retires in good health, in several years, he knows that his clients will be served by his teammates for the rest of their lives. “There is no other firm I want to entrust my clients financial wellbeing to.” said Rolfe.
Located at 35 East First Street, Excelsior Wealth Partners Oswego is a comprehensive financial services firm committed to helping clients improve their long term financial success. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For more information contact Rob Rolfe at (315) 216-4052, [email protected], or visit excelsiorwp.com.
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