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WORKING TOGETHER

FIT CALL

Financial Collaboration

Get to know each other to determine if we’re a potential fit.

INVESTMENT CALL

Learn about the power of diversification.

COLLABORATION

  • Quarterly calls with Randy

  • Portfolio progress monitoring

  • Evolving financial planning review

  • Everything financial that comes up in your life  

On demand

  • Unschedule calls. You have questions or situations that occur. I answer the phone.

  • Unscheduled emails. Fire off emails as needed, I respond quickly (sometimes in the same minute).

  • You never have to deal with a support person.

  • Hour-long calls at your convenience.

FINANCIAL PLANNING

  • Cash flow planning

  • Long term withdrawal strategy

  • Estate planning review

  • Tax minimization strategies

TAKING ACTION

  • New account application

  • Financial planning questionnaire

  • Charles Schwab DocuSign

Tax Minimization
  • LinkedIn

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.

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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.

© 2019 by Upper Left Wealth Management. All rights reserved.

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