UPSTREAM Investment Partners, LLC
A U.S.-based financial advisory and wealth management firm that provides personalized financial planning, investment management, retirement-plan advisory, insurance guidance, tax and estate education, and operational support to affiliated advisors. The firm publishes educational resources and integrates third-party portfolio risk and account-viewing tools through a broker-dealer relationship.
Industries
Nr. of Employees
medium (51-250)
UPSTREAM Investment Partners, LLC
Lone Tree, Iowa, United States, North America
Products
Private Wealth
Customized wealth management services provided by dedicated Wealth Advisor Bill Kelleher for high-net-worth clients, coordinating strategies with estate attorneys, tax advisors, and insurance representatives.
Private Wealth
Customized wealth management services provided by dedicated Wealth Advisor Bill Kelleher for high-net-worth clients, coordinating strategies with estate attorneys, tax advisors, and insurance representatives.
Services
Comprehensive financial planning and ongoing investment portfolio management for individuals, families, and business owners.
Guidance on selecting and administrating employer retirement plans (SEP, SIMPLE, 401(k), defined benefit) and explanation of contribution and eligibility rules.
Advisory on personal and professional insurance needs, including E&O/professional liability and property/condo coverages, with recommendations tailored to client exposures.
Operational support for affiliated advisors including marketing, recruiting, office support, insurance programs, and local meeting facilitation.
Quantifying client risk tolerance, importing current holdings for suitability analysis, and producing portfolio proposals with projected risk/reward outcomes.
Comprehensive financial planning and ongoing investment portfolio management for individuals, families, and business owners.
Guidance on selecting and administrating employer retirement plans (SEP, SIMPLE, 401(k), defined benefit) and explanation of contribution and eligibility rules.
Advisory on personal and professional insurance needs, including E&O/professional liability and property/condo coverages, with recommendations tailored to client exposures.
Operational support for affiliated advisors including marketing, recruiting, office support, insurance programs, and local meeting facilitation.
Quantifying client risk tolerance, importing current holdings for suitability analysis, and producing portfolio proposals with projected risk/reward outcomes.
Expertise Areas
- Wealth management
- Retirement-plan advisory
- Portfolio risk management
- Insurance advisory
Key Technologies
- Risk-tolerance assessment software
- Portfolio analytics and stress-testing
- Client account portal integration
- Financial planning software
News & Updates
Educational piece titled 'Your DNA Test' as part of the firm's insurance resource content.
Informational summary on Medicare eligibility and enrollment considerations.
Article comparing retirement-plan types and administrative considerations for business owners.
Educational piece titled 'Your DNA Test' as part of the firm's insurance resource content.
Informational summary on Medicare eligibility and enrollment considerations.
Article comparing retirement-plan types and administrative considerations for business owners.