A complete list of active advisors currently associated with Upleft Asset Management

Warmer can help you find a great advisor at Upleft Asset Management or one who fits your needs even better.

Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts, estates and charitable organizations. The firm delivers ongoing portfolio supervision and written planning or consultations, and may implement accounts directly or through independent managers on the SEI Private Trust Company platform. Portfolios are typically built from low‑cost, diversified mutual funds and ETFs, though the adviser may use individual stocks and bonds when appropriate, and follows a primarily long‑term approach while permitting shorter‑term trades for rebalancing or client cash needs. Research combines fundamental and technical analysis, and the firm emphasizes continuous personal contact to align allocations with each client’s goals and risk tolerance. Upleft is a relatively small advisory team—four advisors managing about $54.4 million for roughly 53 clients—which results in a higher average account size than many peers and is supported by two CFP professionals on staff. The firm maintains an institutional relationship with SEI Private Trust Company (disclosing receipt of platform‑related economic benefits), may deploy independent managers through that platform, and discloses specific controls for money movement (including a standing letter of authorization noted in its disclosures).

To learn more about the advisors currently working at Upleft Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Upleft Asset Management's office locations.