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.

Upstate Wealth Management

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