YOUR DREAMS • YOUR GOALS • YOUR RETIREMENT
About Us Our Services
Whether you are a young professional just starting out, or a seasoned business owner preparing to transfer ownership to the next generation, Upstream Investment Partners provides full service retirement planning solutions for every stage of life. Our obligation and fierce commitment to serving the best interests of our clients means that your needs and goals will always be our top priority.
Our investment planning approach centers on you and focuses on helping you achieve your short- and long-term objectives.
We are obligated to put your goals and needs first, no matter what.
We use Riskalyze, an industry leading software to identify your risk level and ensure your portfolio defines your investment goals and expectations.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."