Welcome to Upstream Investment Partners
Investing and planning for the future can be overwhelming.
With our knowledge and experience, let us help make investing and planning less daunting. We will get you started in the right direction and then guide you along the way toward your financial goals.
Our Process
Discovery
Determine your Needs & Goals
Profile
Identify your current financial situation
Strategy
Figure out the best ways to address your goals
Implementation
Put plans in place to work towards your goals
Review
Monitor the progress of your goals and adjust if necessary
