Upstate Wealth Management

The financial world has become increasingly more complex. We’re here to change that, guiding you towards your best financial decisions. Our experienced team can create the right custom wealth management plan for you and your family. When it comes to investments, retirement, insurance, saving money, buying a home or growing a business our financial advisor* is a phone call away. We serve as your sounding board to help you make better, more informed decisions. This is what makes our team different. You want someone to be there every step of the way when it comes to your financial future. We can do that. Personal Services Financial Planning* Portfolio Management* Retirement Planning* Estate Planning* Trust Services Intergenerational Planning* Wealth Transfer Tax Planning Private Banking Education Savings Plans* Insurance/Fixed Annuities Accounting Services Online Account Access* Business Services Charitable Giving Money Market Accounts* Business Services Accounting Services Business Financial Strategy Investment Accounts* Group Life Insurance Group Health Insurance Succession Planning* Endowment Funds Cash Management* Business Insurance Retirement Plans/401K* Non-Profits Capital Investments * Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and Client One Securities, LLC are not affiliated.