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
Vice President of Investments
(303) 854-9878
gjett@upstreamip.com
Private Wealth Manager
(303) 854-9874
gdexter@upstreamip.com
Executive Assistant
(303) 854-9873
kleopold@upstreamip.com
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.