Celebrating his 30th year as a financial advisor and wealth manager. ROB ROLFE, owner of Harmony Financial, has moved on to a new venture as a member of Excelsior Wealth Partners. Since 2018, Rolfe has been an independent partner of Excelsior Wealth Partners, an asset-management firm based in Oswego. 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,” Rolfe said in an Excelsior news release. “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.” 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, the release stated. In the event of a pre-mature death, Excelsior Wealth Partners would also step in immediately to serve Rolfe’s clients. Now, there is also a succession plan in place. So, when Rolfe retires in good health, in several years, he knows that his clients will be served by his teammates for the rest of their lives, Excelsior Wealth Partners explained.
