Upstream Investment Partners (UPSTREAM_IP) is a leading full-service financial consulting firm that specializes in helping clients grow and manage their wealth. As an independent firm, our allegiance is solely to our clients, allowing us to provide unbiased and customized solutions. We offer a wide range of services, including retirement planning, cash flow management, and a holistic approach to wealth management.

With years of industry experience, our team is well-equipped to guide you through life's transitions and create strategies tailored to your specific needs and goals. We work with industry-leading mutual funds, separate account managers, and insurance providers to develop personalized investment portfolios. Additionally, we have partnered with LPL Financial, a reputable broker dealer, for back-office support, due diligence, and compliance oversight.

Trust UPSTREAM_IP to secure your financial future and achieve your long-term goals. Contact us today to get started