Upper Left Wealth Management
About us
I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
Business highlights
Emergency services offered
20 years of experience
Services we offer
I believe distance may not be as important as finding the best person to handle your life's savings. Much more information is at www.upperleftwealth.com., I focus on helping retirees not get slammed with taxes in retirement, IRA, and many other financial questions. My clients are in or near retirement and want a clear, as well as lowering overall risk and 'locking it in.' We will review estate plans, beneficiaries, establish guardrails for your portfolio, etc. I also act as your Personal CFO, handling mortgage, reliable, review tax mitigation strategies, social security, stable plan. While I might not be local to you
Amenities
Emergency Services
Yes
Free Estimates
Yes
Reviews
5.020 Reviews
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Showing 1-20 of 20 reviews
Stacie G.
Nov 2020
Randy was extremely helpful with our situation! He was very thorough with his explanation and advice. He provided scenarios that we hadn’t thought of that we will be using. Highly recommend. Professional and courteous.
Vina W.
Oct 2020
I requested on online for appointment they call me with in few hours and confirmed. I asked many questions about financial guidance they clearly explained and supportive.
Response from Upper Left Wealth Management
"Hi [Member Name Removed]! Thanks for the review, but... 1. I don't believe we have spoken before. 2. If we had there would have been no charge, and certainly not $5,000. Best, Randy"
Pat L.
Feb 2020
Randy was very straightforward and quickly grasped what I needed. I asked him about financial guidance and he was able to explain what I needed to do in a way that was easy to understand and implement. Will follow his advice.
Response from Upper Left Wealth Management
"Thanks [Member Name Removed]!"
William K.
May 2019
Very well. Even though services probably not right for my situation Randy was courteous, helpful and answered all my questions.
Pamela T.
Apr 2018
Thanks Randy for your time and advice! Your advice was very helpful.
Response from Upper Left Wealth Management
"My pleasure [Member Name Removed]!"
Diana S.
Feb 2018
Randy Kurtz is an extremely knowledgeable financial advisor. He is straightforward, attentive and helpful. His guidance showing me how to make better choices with managing my money was valuable.
Response from Upper Left Wealth Management
"Thank you [Member Name Removed]!"
Mark K.
Sep 2017
From the first call, Randy was the consummate professional yet friendly. I've been using his services for over two months and already pleased with the results. He is willing to advise on other financial events unrelated to retirement funds. He keeps in regular contact with private quarterly calls. I couldn't be more pleased with his service!
Response from Upper Left Wealth Management
"Thanks [Member Name Removed]!"
Janice D.
Feb 2016
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Response from Upper Left Wealth Management
"It is my sincere pleasure to be working with you! Thanks for the kind words! Best, Randy"
Kristina Z.
Jan 2016
unknown
Response from Upper Left Wealth Management
"Thank you! Best, Randy"
Anthony W.
Sep 2015
Randy and his team do a terrific job. They are very different from other financial advisors I have had, and in my opinion are much better. Not only is Randy a super smart advisor, but he is trustworthy. He has a great ability to think critically and to develop approaches that deliver great solutions for our financial needs. I cannot recommend his team more highly.
Response from Upper Left Wealth Management
"It is my honor to be working with you! Best, Randy"
Meryl C.
Aug 2015
Randy Kurtz is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my IRA to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my IRA to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend Randy as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
Response from Upper Left Wealth Management
"Thank you for the kind words! Best of luck! Best, Randy"
Vishal N.
Aug 2015
I had a very productive phone conversation with Randy. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that Randy requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
Response from Upper Left Wealth Management
"Thank you and best of luck! Don't hesitate to reach out! Best, Randy"
Jane K.
Apr 2015
Randy is a super guy. I had a couple of questions about retirement plans and investments, and what to do with my assets in case of an upcoming market crash. He was pleasant, knowledgeable, and willing to give a stranger some financial direction at no cost. I would definitely recommend him as your financial advisor.
Response from Upper Left Wealth Management
"It was my pleasure to help you out! Thank you so much and best of luck! Best, Randy"
Nicole J.
Oct 2014
unknown
Response from Upper Left Wealth Management
"It is my pleasure to be working with you! Thank you so much! Best, Randy"
Brandon S.
Oct 2014
I just recently hired Randy and BetaFrontier, and I could not be happier. Their method for managing investments is a breath of fresh air, and it is very different from my past experiences. It seems that everything they do is different, in a very good and refreshing way. I highly recommend giving them a call.
Response from Upper Left Wealth Management
"It is my pleasure to be working with you! Thank you so much! Best, Randy"
Karen F.
Aug 2013
Randy puts a real emphasis on safety and taxes, and he delivers that in spades. I feel very confident with him managing my estate assets, not only because of how they perform, but because I actually understand my portfolio! That is what really gives me confidence that I am doing the right thing. Randy is one of those people, who when you hear what he proposes, you realize that he is different, and that my interests come first. I highly recommend talking to him.
Response from Upper Left Wealth Management
"Thank you so much [Member Name Removed]!"
Karen F.
Jun 2013
Randy has been great. He is very bright, and has a knack for making complicated topics easy to understand. It is clear that he has spent an inordinate amount of time thinking about and researching how to make a well-thought out portfolio. He has certainly created a very diverse offering that I feel very comfortable with. I highly recommend him.
Jason K.
Jun 2013
Randy created a portfolio that is very easy for me to understand, and I have concrete goals and a strategy that should help me reach them. Randy is honest, smart, and has a knack for explaining finance to me in a way nobody has before. I cannot recommend him more highly.
Response from Upper Left Wealth Management
"Thanks [Member Name Removed]!"
Theodore N.
Jan 2013
I have spent a good amount of time searching for the best financial planner. I have met with many financial planners, but only when I met with Randy did I find someone who both had a great knowledge of finance and who was actively serving clients when comparing the offerings.
Response from Upper Left Wealth Management
"Thank you [Member Name Removed]!"
Sujit S.
Jan 2013
I was looking for a great financial advisor but was turned off by so many of the Wall St firms pushing their own high fee products. I got Randy's name from a friend and gave him a call. He is a straight shooter. He is incredibly smart, knows finance, and explained everything in a way that was easy to understand. I have compared the portfolio he runs for me with those of some friends, and Randy provides me with much more diversity (that means safety for me) than anyone I know. His fees are super low (probably too low). and he has been extremely tax efficient (he tends to offset gains with losses. So I have no tax bill at year end). I cannot recommend meeting with Randy more highly.
Response from Upper Left Wealth Management
"Thank you Suji! I really appreciate it."
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FAQ
Upper Left Wealth Management is currently rated 5.0 overall out of 5.
Yes, Upper Left Wealth Management offers free project estimates.
No, Upper Left Wealth Management does not offer eco-friendly accreditations.
No, Upper Left Wealth Management does not offer a senior discount.
Yes, Upper Left Wealth Management offers emergency services.
No, Upper Left Wealth Management does not offer warranties.