Michael Powsner
Upstart Wealth Management, founded by Michael Powsner, specializes in financial planning tailored for the startup community, serving clients primarily aged 30 to 45, including founders and early employees anticipating liquidity events. The firm focuses on providing personalized investment management, tax planning, and comprehensive financial advice to help clients navigate the complexities of equity compensation and build their wealth effectively.
With a team of experienced professionals, Upstart Wealth Management adopts a fee-only fiduciary approach, prioritizing clients' needs without any commission-driven incentives. Their services encompass a broad range of financial strategies, ensuring that each client receives guidance aligned with their unique financial vision and goals.
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