Upstream Investment Partners

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Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financialservices world We invite you to discover and experience the power of our services We believe it has farreaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to followup We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available