Port Angeles, WA Office
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Upleft Asset Management
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Firm-wide stats for Upleft Asset Management
About
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).
Based on Upleft Asset Management
Location
228 West First Street, Suite P
Port Angeles WA 98362
Advisors at this office
3
Advisors at this office
Timothy M
CFP®, Series 65
Port Angeles, WA
Upleft Asset Management
Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.
Matthew M
CFP®, Series 65, Series 66
Port Angeles, WA
Upleft Asset Management
Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.
Robert Z
Series 65
Port Angeles, WA
Upleft Asset Management
Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.
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