Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
YOUR PARTNER IN GROWTH
We build financial plans to help you live well
AS SEEN IN:
DREAM BIG
We help professionals who are at the top of their game level up.
By creating thoughtful, clear, and intentional financial plans, we help our clients live the lives they envision.
Together, we help you manage your money, build your wealth, and plan for your future.
Do Wealth Better
We believe in the power of the client experience — the personal connections offered in a boutique firm, the craft in partnership, and the intentionality of service.
We also believe in the power of women. Studies show women achieve better investment outcomes, take a longer term view, and are less prone to take disastrous risk*.
Yet, only 23% of CERTIFIED FINANCIAL PLANNERS™ are women**, leaving fewer opportunities for clients to benefit from the unique perspectives and life experiences women advisors bring to the table.
We designed a new model that does wealth better.
We love partnering with our clients on their money journeys. Recently, we had an opportunity to share our own story.
Hear from Uplevel Wealth co-founder, Anika Hedstrom, about the triumphs and disasters, challenges and reflections along her path in a new book, My Money Journey. She and 29 others share their personal stories about finding financial freedom–and how you can too.
Worth Mention
What Do Fed Interest Rate Cuts Mean for You?
The real impact of rate changes on markets and how understanding the why behind the Fed cuts is just as important as the cuts themselves. Whether it's the potential for volatility or long-term benefits for stocks and bonds, we’ll help you stay focused on the bigger picture.
What to Do After a Data Breach: A 2024 Guide to Safeguarding Your Identity
The latest company compromised - National Public Data - could impact hundreds of millions of Americans and reveal information like names, addresses, and Social Security numbers. Read on for important tips on how to protect yourself.