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WELCOME TO UPSTREAM INVESTMENT PARTNERS

Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help build 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. 

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Business Owners Thinking about Retirement – Request a Free Copy of the Book Being in Business is a Funny Thing-Getting Out is Not!  Russ Warner, Contributing Author

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

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Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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