4015 Jefferson Avenue
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
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?)
We create financial strategies tailored to your goals.
Take care of loved ones with detailed estate planning.
A sound financial roadmap is just the start.
Financial advice for every situation.
Our Experienced Team Can Help!