Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our clients 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 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. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Upstream Investment Partners selected LPL Financial, a member of FINRA and SIPC, as its broker dealer. They are a nine time winner of Broker / Dealer of the Year from Investment Advisor Magazine Fax Poll and won first place in Registered Reps ranking of America’s Top Independent Broker Dealers. LPL Financial will provide many services for Upstream Investment Partners including back office support, due diligence, and compliance oversight.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you insure your lifetime ability to generate income, maintain employment, invest earnings and manage your net worth.