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 is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states in which we are currently doing business.

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ADVICE AND PROTECTION

TRUSTED ADVICE FOR YOUR NEEDS

Upper Left works with you to increase your odds of success by helping you make better financial decisions. Together we'll talk through decisions to maximize your liquidity, flexibility, and net worth.

What's YoUR PRESENT PATH?

Let’s figure out your current pace, and the steps needed to stay the course or right the ship.

What does my future look like?

We are faced with an uncomfortably wide range of future outcomes. If you retire at 65, how much money will you likely have at age 90? The truth is that there is an extremely wide range of outcomes. The future is inherently uncertain, and investing is inherently risky. Let’s work to reduce unnecessary risks and narrow the likely range of outcomes. Further, let's assess our choices and quantify our odds of success.