We help families uplevel their wealth and invest in their futures
We serve diverse clients with the common understanding that Upleveling their wealth is too important to go at it alone. Our clients value long-term relationships and expert guidance.
We work best with diligent savers and high earners who have accumulated investment and retirement assets of $1,000,000 or can pay a minimum fee from cash flow.
Yes! Though we are both located in Portland, we work virtually with clients all over the country. If we travel to your area (we welcome clients in Hawaii!) or you come to Portland, we’d love to get together.
Yes. In simple terms, we are required by law to put your interests ahead of our own. One would think this is the way it should be for all advisors, but, unfortunately, it’s not.
No, we’re not attorneys or accountants but we know many that we would be happy to connect you with.
We believe the best, and only, way to make sure you and your advisor are on the same team is to hire a fee-only advisor who acts as a fiduciary.
That’s why Uplevel Wealth is an independent fee-only firm. Our clients pay us one fee that includes financial planning and investment management. We do not receive any commissions, kickbacks or receive any other form of compensation.
As a fiduciary, we always act in your best interest.