A PARTNERSHIP

FOR YOUR FUTURE

Focused on risk to safeguard what matters to you.

RISK

& RETURN

One doesn't exist without the other.

Mountains

Clients don’t hire us to make them wealthy. They hire us to keep them that way. 

 

Your trust in our process is tantamount to our success. Of course we want returns to be high. But risk involves strategy and thorough analysis.

We're a fiduciary, but that's only the start. Your trust in us is the cornerstone of our partnership together. Real trust comes with time and experience with our services.  

Grey Limbo

The upper left section of a risk & return chart represents our ideal: low risk, high return.  

We focus on delivering portfolios> in the upper left. The less our plan deviates because of market whims, the more time and energy we have to devote to what matters to us: the people we love>

UL MEANING

UL IDEAL

The upper left area of the brain processes facts and thinks analytically. Likewise, the upper left quadrant of a risk and return chart is built on data. That’s where we aim to be via our DataDriven Process>, the low risk and high return section.

The lower right portion of the brain controls emotional thinking and responses. You don’t want emotions managing your money. But most financial advisors who aim for the upper right, or high risk/high return quadrant, almost always end up in the lower right, or high risk/low return section. By quantifying risk, we position our portfolios to avoid the lower right.

CHARTING, FOCUSING, SAFEGUARDING

UL VALUE

PORTFOLIO

MANAGEMENT

Experience and analysis for optimal outcomes.

Depend on us to prepare for the unknown.

Safeguarding what matters now and in the future.

STRATEGIC

PLANNING

ADVICE &

PROTECTION

Wondering where to start or want to learn more? 

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Tel: 917-768-3390

Fax: 800-483-0575

Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM only provides services to clients in states where we are registered or exempt from registration for various reasons. Contact us to obtain a listing of the states in which we are currently doing business.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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