The Wealth Management Team at Upstream Investment Partners, LLC is dedicated to delivering tailored financial advice and investment strategies to high-net-worth clients. Composed of experienced professionals, including Private Wealth Managers and Wealth Planners, the team focuses on identifying clients' unique financial goals and constructing personalized portfolios that prioritize long-term growth and risk management. By leveraging an open architecture investment platform, they ensure that client interests come first, providing independent guidance free from corporate conflicts.