Our Process
No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
Our Philosophy
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.
Your Goals Are The Key To Rampant Growth
Upstream Investment Partners is a full service financial consulting firm dedicated to helping our advisors work with their clients to help invest wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.
Our independence enables us to establish working relationships with a vast number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. Our advisors recommend only those products and services that can be tailored to suit our clients' unique needs.
Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Learn More
- Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come. Learn More
- Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come. Learn More
- Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help. Learn More
Bridging the Confidence Gap
Budgeting After a Divorce
