As your independent financial advisor, we are able to offer unbiased advice, seasoned guidance, and impeccable service.

Asset Management

Putting all your eggs in one basket can lead to broken financial dreams. Uptown Partners’ team will seek to ensure your investments are properly diversified with a sensible asset management strategy. By blending a variety of account types and investment styles, your “eggs” will be in many “baskets,” all conveniently organized and managed within our system.

Investment Planning

Building a solid, long-term investment strategy is not a one-and-done activity. We’ll help you assess your strategy, explore new options, and recommend timely adjustments to help you achieve your financial goals.

Comprehensive Financial Planning

In order to simplify the financial lives and provide peace of mind for our clients, we employ comprehensive and integrated advice. Our process is to prioritize goals, analyze assets, develop a plan, implement a strategy and monitor outcomes adjusting the plan as needed.

Personal Retirement Income Planning

For most individuals, retirement is the time when they can finally enjoy the fruit of their labor towards the end of their professional career. In reality, retirement begins the moment you decide to prepare for it involving two phases, building assets (pre-retirement) and making those assets last (post-retirement). A comprehensive, full retirement plan is the result of careful research, developing goals, strategy selection and timely review during all phases.

Estate Planning

We understand the importance of preserving your legacy for those who follow. How your accounts are titled, as well as beneficiary arrangements, are often overlooked parts of estate planning. We’ll coordinate your investment planning with your estate and tax planning professionals so that your overall plan will provide for effective preservation and transfer of wealth to your loved ones.

Risk Management Strategies

One of the biggest risks to your nest egg can be a lack of protection. Don’t let the unexpected threaten everything you’ve worked so hard to build. We can help you sort through the tangle of insurance terms and policies to devise a strategy that will protect what’s important to you, short term and long term.