Wealth Management

Welcome to Excite Wealth Management

Our Financial Advisors get to know you and your financial goals, then customize information and guidance to help you work towards them. Our services include:

  • Financial analysis of your unique needs and goals
  • Investment advice to select a plan that’s suitable for you
  • Retirement planning including IRAs, Annuities, and Pension Plans
  • College planning
  • Estate planning and wealth transfer
  • Protecting assets through life, disability, and long-term care insurance
  • Business planning including SEP, 401(k), Solo(k), and more

Meet our Financial Advisors

Our Wealth Management team is here to help you every step of the way. 

Travis isn’t just a licensed financial advisor of over six years—he’s dedicated to enjoying life with family and friends through sports and the outdoors. His passion for helping people better their finances started in the Washington, D.C. area where he’s held banking, insurance, and investment positions. Now having moved to Wilmington, Travis’ sights are focused on helping your portfolio step up to better positions for a better tomorrow.

Travis Burgher
Financial Advisor – North Carolina
237 Racine Dr., Wilmington, NC 28403
(910) 746-6029
Travis.Burgher@lpl.com

 

Ryshiem isn’t just a licensed financial advisor of almost twenty years—he’s an experienced traveler, photographer, and a soccer enthusiast. As a graduate of Economics from Cal Poly San Luis Obispo, he’s a student-turned-teacher, improving the financial wellness of his clients through conversations over coffee. After twenty-two years in the financial industry, Ryshiem has seen the ups-and-downs of the market and has the know-how to get your portfolio to step up to better.

Ryshiem Henderson
Financial Advisor – California
265 Curtner Ave, San Jose, CA 95125
(408) 979-2478
Ryshiem.Henderson@lpl.com

 

 


                             

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck: brokercheck.finra.org

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