Establish the Groundwork
Define today and plan for a better tomorrow
Working together to develop a personalized game plan
Loyalty and Commitment
Ongoing support throughout your lifetime
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.
Curated articles, videos, and more for a more financially savvy you.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
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“Dirty Dozen” Tax Scams to Watch For
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9 Facts About Retirement
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.