About

Excel Wealth Management, LLC

Excel Wealth Management, LLC is a comprehensive financial advisory services firm located in Manchester, CT that specializes in qualified and non-qualified retirement plans for small to mid-sized businesses as well as personalized financial planning. Whether your business is looking to establish a new plan or help manage an existing one, our advisors have extensive experience with 401(k) plans, Defined Benefit plans, Cash Balance plans, and SEPs as well as non-qualified deferred compensation and SERPs. With over 30 years of industry knowledge, through holistic plan design and ongoing strategic plan management our advisors can help you navigate the retirement plan landscape and provide tailored solutions and ongoing management to fit your qualified and non-qualified retirement plan needs.

Excel Wealth Management, LLC provides comprehensive investment fund selection and monitoring services for 401(k) plans as well as investment portfolio management and de-risking strategies for Defined Benefit (DB) Pension Plans. Our DB Plan expertise also includes in-depth guidance for strategic DB Plan terminations using Liability Driven Investment (LDI) strategies and Pension Risk Transfer (PRT) annuity purchase transactions.

If you are interested in any of our services, please contact Michael Morgenroth: 626-418-7179; morgenroth@excelwm.com.  Website: www.Excelwm.com