A complete list of active advisors currently associated with Upper Left Wealth Management, LLC

Warmer can help you find a great advisor at Upper Left Wealth Management, LLC or one who fits your needs even better.

Upper Left Wealth Management serves individual and high‑net‑worth investors with discretionary portfolio management and comprehensive financial planning, and it also provides non‑discretionary consulting and implementation services for small employer 401(k) plans. The firm acts as a fiduciary, implements accounts primarily through ETFs held at a qualified custodian, and provides ongoing supervision and periodic reviews. The firm’s investment approach emphasizes low‑cost, tax‑efficient passive and index strategies grounded in Modern Portfolio Theory, allocating client assets among three model portfolios (Conservative, Core — described as a tangency portfolio — and Aggressive). Portfolio management includes daily monitoring, periodic rebalancing, and tax‑loss harvesting while generally adhering to a long‑term buy‑and‑hold discipline. A distinctive feature disclosed in the brochure is an affiliation with an entity that develops automated financial planning tools (including a product sold as Moneypacer) and licenses presentations, model portfolios, and applications to other advisors, a relationship that is uncommon among similar supported firms. The firm combines that technology/business affiliation with a compact advisory team managing approximately $201 million in assets and a deliberately limited product set of three model portfolios, a configuration that differs from larger, multi‑strategy firms.

To learn more about the advisors currently working at Upper Left Wealth Management, LLC, 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.