With Angi since March 2014
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.
We provide sophisticated solutions to high net worth individuals with complex financial situations - including, investment analysis, insurance planning, retirement planning, tax strategies, estate planning, college funding, business continuity and succession planning, special needs planning, charitable gift planning, cash flow analysis, net worth statement and debt management.
We are not CPAs. We do not provide tax advice. We are not attorneys. We do not provide legal advice. But we work closely with your professionals in planning your best financial life, on a fee-only basis. We do not earn commission on the purchase or sale of financial products. Ever.