Financial Fitness Begins Here! 

Thank you for visiting and we hope you'll take a moment to give us some feedback on this new web site. Senior Financial Advisor Luke Russell and the Upstream Investment Partners team created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth management and/or development. Educated, experienced and knowledgeable advisors will help you see see the path for your financial future - it's not a dead end! (Isn't that what your doctor said?)

Your advisor coach will lay out a financial fitness plan! We educate; we teach; we answer questions. We provide fast, easy access to market performance data. We offer resource advantages...and free coffee...visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.