Helping to grant you the financial freedom you deserve.
Our Financial Professionals, At Your Service.
Upstate Wealth Consulting was founded with the mission and intent of delivering a newfound energy and vibrant, meaningful approach to your financial future!
Emulating with the refreshing, down to earth, dynamic vibe that reflects the beauty and vitality of the Mohawk Valley and the Adirondack Mountains that surrounds our local area, we proudly offer comprehensive financial planning, inclusive wealth management design, and personalized investment strategies for both individuals and businesses. We understand that your financial state of affairs is both personal and complex, and our methodology is built around earning your trust and confidence as we articulate your financial goals.
With a friendly smile and a helping hand, we promise to navigate the appropriate strategies to help ensure your financial dreams are fulfilled.
From help relieving financial stress through proper planning and wealth management strategies, working to secure your financial future through retirement planning, to helping ensure the legacy of your business through succession planning, our wealth management advisors are committed to guiding you through the present and supporting you in creating a future built around the things that matter most to you now, and for generations to come.
Upstate Wealth Consulting offers an exceptional service portfolio built around the business model of simplicity and consolidation- we think there is significant value in keeping your financial matters organized and all in one place. We work closely with other local experts in our field to offer a comprehensive wealth management experience from start to finish.
The Upstate Wealth Consulting Experience
At Upstate Wealth Consulting, your financial security drives our passion and our purpose. Whether in support of your individual, family, or business needs, our wealth management and investment strategies paired with powerful financial plans are all determined by your unique goals and will align seamlessly with your vision.
“The team at Upstate Wealth Consulting has been helpful to our team in every way. Bill and Jason are very trustworthy and knowledgeable. We've received top-notch customer service.”
Williams Fence of CNY, Inc
“Working with Upstate Wealth Consulting has been great! The Upstate Wealth Team provided us with a more personal touch. As our organization has grown and expanded, they have been there every step of the way."
Passalacqua & Associates, LLC
“After consultation with the team at Upstate Wealth Consulting, they were able to present us with a plan that made sense. Bill spent as much time as needed with each employee and didn’t rush at any point.”
The Fortus Group, Inc
“Jason, and Bill are a dream team. We give them five stars, and counting! Kudos, Upstate Wealth Consultants!"
MPW Marketing
The Upstate Approach
Relationships
Relationships are the cornerstone of our entire business, and we value them above else. We pride ourselves on creating deep, long-lasting, and meaningful relationships with each and every client. Choosing a partner to manage your wealth, investments, assets, and financial future begins with trust. We believe that trust is based on honest communication, and we develop sincere rapport with our clients as a result. We view our valued clients as an extension of our family.
Analysis
We are committed to fully understanding your unique financial goals and circumstances to make the best and most accurate financial recommendations possible. Our wealth management advisors will conduct an in-depth and profound analysis on your past, current and future financial objectives to fully evaluate your situation.
Execution
Our wealth management team will then implement the strategies toward achieving financial freedom into action. Our professionals will keep you informed and updated every step of the way.
Advising
Once our team understands your financial goals, we will customize and tailor a financial plan based around your individual needs. We will present you with our professional recommendations based on what was identified during our analysis and advise you on the benefits of each.
Evaluation
Since life evolves and your financial situation may change along the way, our advisors will continue to monitor and review your financial portfolio and make the necessary recommendations to adjust it as needed. Your financial plan will continue to reflect your current and future ambitions.
Services
For Individuals
No two individuals or families are identical. We meet our valued clients at varying stages in life. Whether we assist you in setting up a life insurance policy, establishing an investment portfolio, in creating your first Roth IRA or 401K plan, or starting a 529 plan as a foundation for college planning for your children, our customized approach grants us the privilege of meet each client need at the proper time, and in the proper measure.
We proudly offer individuals:
For Businesses
At Upstate Wealth Consulting, we truly have your business’s best interest at heart. Allow our experienced team to represent your business so your focus can be on growing your daily operations. From instating employee benefits, staff 401K plans, and key person insurance for your organization, we can assist in the protection of your team for today and tomorrow, and additionally in the future through our expert succession planning.
We proudly offer businesses:
