We take your success personally.
Our Vision
Upstart Wealth Management empowers ambitious individuals to achieve financial clarity and confidently navigate their financial journeys. We partner with clients to develop personalized plans that align with their unique aspirations, navigating them through the complexities of wealth and taxes.
Who We Are
Our team comprises seasoned financial professionals with diverse expertise in wealth management, tax planning, and equity compensation. We are driven by a common purpose: to simplify the financial planning process and empower clients to make informed decisions about their financial future.
Our Team
Mike Powsner, Founder & CEO: A seasoned CPA, PFS, and CFP, Mike founded Upstart Wealth Management in 2014 to address the specific financial challenges faced by Silicon Valley founders and employees. His deep understanding of concentrated equity positions empowers clients to maximize their wealth potential.
Youxi Liu, Director of Tax & Financial Planning: With a wealth of experience as a CPA, PFS, and CFP, Youxi guides clients through complex tax and financial planning challenges with a global perspective.
Zach Bennedsen, Financial Planner & Project Manager: Combining expertise from both large and small advisory firms, Zach ensures efficient project management and delivers tailored financial plans with attention to detail.
Russell Kroeger, Partner: Russell's mastery of tax and equity compensation, coupled with his deep understanding of financial planning, empowers clients to make strategic decisions with confidence.
Our Expertise
Upstart Wealth Management offers a comprehensive range of services to address your unique financial needs:
Financial Planning
- Comprehensive analysis of current financial situation
- Development of personalized financial goals
- Investment management aligned with risk preferences and future aspirations
- Tax planning and optimization strategies
- Estate planning considerations
Investment Management
- Diversified portfolio construction with individual stocks and bonds
- Tax-efficient strategies for maximizing returns
- Personalized financial guidance to navigate market volatility
Tax Planning & Return Prep
- Comprehensive tax projections and mitigation strategies
- Accurate completion of tax returns to minimize tax burden
- Guidance on tax implications of life changes and financial decisions
Our Commitment
We believe financial planning should be accessible, transparent, and aligned with your unique vision for the future. Our fee-only model and independent approach ensure your needs are always put first.
Positive Aspects of Upstart Services
Upstart has consistently demonstrated excellence and consistency in their field, earning high praise from a satisfied customer. The company's adept management team has effectively managed the customer's CPA and financial management needs since early 2021. Two standout representatives, Mike and Youxi, have particularly impressed with their professionalism and efficiency in ensuring seamless organization and execution of tasks.
Effective Management and Exceptional Teamwork
The management team's expertise and attention to detail have earned a 5-star rating from the customer. The ability to efficiently manage tasks and provide exceptional service has set a high standard for excellence in the field. The team's professionalism and organizational skills have consistently delivered positive results.
Conclusion
Upstart's reputation for excellence and consistency is built on the foundation of exceptional teamwork and effective management. The company's commitment to delivering high-quality services has earned them a loyal customer.
