Services Offered

We provide a full range of investment products and services to help you plan for your  future. Our investment services are tailored to individual clients. Our services include:

Financial and Investment Planning

Investments
Retirement Plans and Tax Strategies
Protection and Insurance
Cash and Liabilities

Estate Planning

Access to Estate Planning Attorney
Wills and Trusts
Powers of Attorney
Probate and Planning

Tax Preparation & Accounting Services Referral (Tax services provided by IRS certified tax practitioner’s through Tier One Tax, LLC., which is independently and operated. Upstream Investment Advisors do not provide tax advice )

Personal Tax Preparation
Estate/Trust Tax Preparation
Business Tax Preparation
Accounting & Bookkeeping

Our Team

Garret T. Jett, APMA℠

With eighteen years of experience as a Financial Advisor, Garret believes that through providing high quality service and following the fundamentals of developing personal relationships with his clients, he gains an understanding of their unique situation including their short and long term goals. Garret’s areas of focus are investment planning and asset allocation

Gregory A Dexter, CRPC®

With five years of experience as a Financial Advisor and over twenty as a successful CEO and leader of other professionals, Greg values the importance and growth of personal relationships. His strengths are in facilitating others to crystalize where they want to be financially, and then act as a catalyst towards achieving their goals.

Kathy Leopold

With fourteen years of experience in the financial services industry as a Registered Support Assistant, Kathy uses her extensive background in marketing and client service model to fulfill a seamless experience between the team and the client. She holds FINRA Series 7, 6, 63.

Kevin England

With six years of experience in the financial services industry, Kevin uses his trading and client service background to assist with trading option strategies and financial planning. He holds FINRA Series 7, 66 and 9/10 securities licenses.

Contact Garret

Vice President of Investments
(303) 854-9878
gjett@upstreamip.com

Contact Gregory

Private Wealth Manager
(303) 854-9874
gdexter@upstreamip.com

Contact Kathy

Executive Assistant
(303) 854-9873
kleopold@upstreamip.com

Contact Kevin

Office Coordinator
(303) 872-7485
kengland@upstreamip.com

Our Relationships

Sigma Financial

With over 28 years experience, Sigma Financial Corporation provides comprehensive financial planing tools, products and critical support which allows our representative to best help investors reach their financial goals. As a nine-time winner of the esteemed Broker/Dealer of the Year Award according to Investment Advisor Magazine readers’ poll along with a winner in both in 2011 and 2012 Registered Representative Magazine’s Broker/Dealer Report Card Survey, Sigma has proven to be an innovative, customer focused in the financial service industry.

Fidelity Investments

Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For information about Fidelity Investments, visit Fidelity.com

National Financial

 

National Financial is a Fidelity Investment company and a leading provider of clearing and custody solutions for over 30 years.