WealthUp: Client-Centric Financial Planning 🌿

Founded in 2012, WealthUp is a boutique financial planning firm with a client-focused, fee-based approach. We understand that financial planning is about more than numbers—it's about your unique financial journey.

🔍 What Sets Us Apart:
We believe in understanding your financial history and experiences.
We help you enjoy the fruits of your labor throughout life, not just in retirement.
Tailor-made financial plans that put your needs and wants first.
Our process starts with life planning before crafting actionable financial strategies.

👥 Meet Our Team:
We're a close-knit team of 7 like-minded individuals, working together to serve our global clients. Our lead advisors are all Certified Financial Planners (CFP®).

🌐 Fiercely Independent:
We prioritize your best interests—our services don't require product purchases.

🌟 Our Motto:
'Live life fully now.' 🌟

WealthUp

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