People come to us when they are experiencing equity compensation complexity and want to make informed decisions to grow their wealth, or when they have built a pool of assets but do not have the time or interest to focus on their financial health. Thinking of your financial future should make you feel optimistic, confident, and in control.
That's why we start with a clear-eyed view of each client's current standing, and then work to clear the path toward their vision of the future. Our team is devoted to helping clients discover their vision. Then we explore thoughtful and creative ways for their financial resources to serve it, both now and as new opportunities emerge.
That's why we start with a clear-eyed view of each client's current standing, and then work to clear the path toward their vision of the future. Our team is devoted to helping clients discover their vision. Then we explore thoughtful and creative ways for their financial resources to serve it, both now and as new opportunities emerge.
Services
The value of financial planning is the clarity received when financial trade-offs are reframed within the context of an individual's life. What is important and worth pursuing has a dynamic relationship with one's understanding of which levers are available to them and at what costs. As the financial implications of decisions become less abstract, it is easier to focus on thriving instead of surviving.
Our investment management strategies aim to capture the long-term returns of markets using a diversified, transparent approach. We always start with a market index that provides broad-based coverage of regions, sectors, and securities. Diversification is one of the key tenants of our investment philosophy and starting with a market index helps ensure that we achieve that for client portfolios.
Michael Powsner is a Certified Public Accountant (CPA), Certified Financial Planner, and a Personal Financial Specialist (PFS). He founded Upstart Wealth Management in 2014 to help Silicon Valley founders and employees with the tax and financial planning decisions that come from a concentrated position in the company they work for.
Russell's unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping clients make informed decisions by understanding the trade-offs implicit in life's decisions.
Youxi Liu is a Certified Public Accountant (CPA), Certified Financial Planner, and a Personal Financial Specialist (PFS) with nearly a decade of experience in the wealth management industry. She joined Upstart as the Director of Tax to oversee the firm's tax strategy in addition to working with clients.
Reviews
Be the first to review Upstart Wealth Management.
Write a Review
