# Matt Simon

- **Website:** <https://upstreamtc.com>
- **Primary alias:** `upstreamtc.com`

## Description

Upstream Investment Partners is a financial services firm based in Traverse City, Michigan, serving individuals and families with personalized guidance for their financial goals. The firm’s approach focuses on clients’ needs, priorities, and long-term plans, helping make preparation for today and the future easier to navigate. Its team draws on experience in financial services to support clients seeking to build wealth, protect loved ones, or preserve assets.

The firm offers guidance across retirement, investment, estate, insurance, tax, money, and lifestyle topics. Its services include financial strategies tailored to different stages of life and estate planning intended to help clients care for loved ones. Upstream Investment Partners also provides access to educational resources, including articles, videos, calculators, a glossary, and tax information, as well as an account-access option. Prospective clients can contact the firm to arrange a free consultation. Its Traverse City office is located on East Front Street. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/profile.php?id=100063484809339)
- [twitter](https://twitter.com/UpstreamTC)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZHVf3DDC/w/408/h/81/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792871255569)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZHVf3DDC/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792871255916)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Prussian Blue | #001c4b | accent |
| Matisse | #156c90 | dark |
| Mandys Pink | #f6b7ac | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZHVf3DDC/w/1500/h/500/idEvhAfG3H.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792871255723)

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_Source: <https://brandfetch.com/upstreamtc.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._