How We Help
You built it. We'll keep it all working together.
You’ve worked hard to save, invest, and grow your finances. Coordinating between separate advisors for investments, planning, and taxes can be time-consuming and frustrating. At Upstream, we bring it all together — managing your investments, financial plan, and taxes under one roof.
How We Help
You built it. We'll keep it all working together.
You’ve worked hard to save, invest, and grow your finances. Coordinating between separate advisors for investments, planning, and taxes can be time-consuming and frustrating. At Upstream, we bring it all together — managing your investments, financial plan, and taxes under one roof.
How We Help
You built it. We'll keep it all working together.
You’ve worked hard to save, invest, and grow your finances. Coordinating between separate advisors for investments, planning, and taxes can be time-consuming and frustrating. At Upstream, we bring it all together — managing your investments, financial plan, and taxes under one roof.
We handle the full scope of your financial life
Financial Planning
Investment Management
Tax Planning & Preparation
Retirement Planning
Estate Planning
Insurance & Risk
We handle the full scope of your financial life
Financial Planning
Investment Management
Tax Planning & Preparation
Retirement Planning
Estate Planning
Insurance & Risk
We handle the full scope of your financial life
Financial Planning
Investment Management
Tax Planning & Preparation
Retirement Planning
Estate Planning
Insurance & Risk
The Headwaters Process
We start by listening — to your goals, your concerns, and the future you’re working toward. Once we truly understand what matters most to you, everything else falls naturally into place.
Introductory Call
We get to know each other. We’ll learn about your situation, answer your questions, and see if we’re a good fit.
Data Gathering
We work with you to gather all the necessary documents and details — investments, taxes, income, assets, liabilities, and goals — so we can build a comprehensive view of your financial life.
Build the Plan
We develop your customized financial plan and walk through it with you in detail.
Planning Priorities
Together, we identify your most important objectives and create a clear roadmap for the years ahead.
Get Started
We handle the full onboarding process — coordinating account transfers, paperwork, investment setup, and all the necessary details — so you’re fully set up and moving forward with confidence.
Ongoing
We actively work on your planning priorities throughout the year, making adjustments as your life and goals evolve. You’ll always know what’s next and where we’re headed.
Introductory Call
We get to know each other. We’ll learn about your situation, answer your questions, and see if we’re a good fit.
Data Gathering
We work with you to gather all the necessary documents and details — investments, taxes, income, assets, liabilities, and goals — so we can build a comprehensive view of your financial life.
Build the Plan
We develop your customized financial plan and walk through it with you in detail.
Planning Priorities
Together, we identify your most important objectives and create a clear roadmap for the years ahead.
Get Started
We handle the full onboarding process — coordinating account transfers, paperwork, investment setup, and all the necessary details — so you’re fully set up and moving forward with confidence.
Ongoing
We actively work on your planning priorities throughout the year, making adjustments as your life and goals evolve. You’ll always know what’s next and where we’re headed.
Who We Serve Best
Professionals and families whose financial situation has grown in complexity. If you’re balancing investments, taxes, retirement planning, and other priorities and want one integrated team to manage it all, we’re probably a great fit.
Who We Serve Best
Professionals and families whose financial situation has grown in complexity. If you’re balancing investments, taxes, retirement planning, and other priorities and want one integrated team to manage it all, we’re probably a great fit.
Who We Serve Best
Professionals and families whose financial situation has grown in complexity. If you’re balancing investments, taxes, retirement planning, and other priorities and want one integrated team to manage it all, we’re probably a great fit.
faqs
Frequently asked questions
What are your fees?
Is there a minimum investment required?
I already have an advisor and a CPA, Why would I switch?
What does ongoing service look like?
How is Upstream different from other financial advisors?
faqs
Frequently asked questions
What are your fees?
Is there a minimum investment required?
I already have an advisor and a CPA, Why would I switch?
What does ongoing service look like?
How is Upstream different from other financial advisors?
faqs
Frequently asked questions
What are your fees?
Is there a minimum investment required?
I already have an advisor and a CPA, Why would I switch?
What does ongoing service look like?
How is Upstream different from other financial advisors?
Think we might be a good fit?
Let's start with a conversation.
Think we might be a good fit?
Let's start with a conversation.
Think we might be a good fit?
Let's start with a conversation.