Bill Matteson, of MCB Consultants, and Jason Champion, of Champion Financial Services, have partnered together to join forces, proudly forming Upstate Wealth Consulting. Their amazing combination of knowledge, experience, and expertise creates an organization with the profound ability to enhance the client experience to the next level and broaden the overall business platform. 

Upstate Wealth Consulting is not your “typical” financial firm or wealth management organization. In addition to comprehensive, formulated financial plans and investment strategies created with impeccable attention to detail, we also pride ourselves on having a little personality and pizazz! Upstate Wealth’s entire team of industry experts share a deep-rooted love and appreciation for the Mohawk Valley, the Adirondack Mountains, and our local communities. We also like to have FUN!

Our mission at Upstate Wealth Consulting is to provide the highest quality of wealth management services, to develop profound and trusting relationships with our valued clients, and to deliver a newfound energy and vibrant, meaningful approach to securing the financial future of individuals and businesses alike. Check us out at www.upstatewealthconsulting.com

Upstate Wealth Consulting

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Upstate Wealth Consulting

Org chart

Teams

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