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Wayne W

Series 63, Series 65

South Hadley, MA

Excalibur Management Corp

Wayne Wetzel Jr. is a financial advisor at Excalibur Management Corp with 32 years of industry experience. He has held his current role since 1993. Wetzel serves as a board member of the Pine Grove Condominium Association in South Hadley, MA. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, offering customized multi-asset, equity, and fixed-income strategies tailored to clients’ specific needs.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Wealth management Executive Founder/Business Owner
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