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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
"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!