YOUR SUCCESS IS OUR GOAL
Upper Left Wealth Management is a privately-owned company, founded by Randy Kurtz. Randy is an independent, registered investment advisor, certified financial planner and your fiduciary. Upper Left Wealth is committed to trust, integrity, and accountability.
Every decision we make is in your best interest. Upper Left doesn’t receive compensation by funds or brokerage firms who only want to sell their products or services. Our reputation is built on doing right for you. Our business is built on our clients’ trust in our work, then sharing their experience with others.
For further research, search for “Randy Kurtz” or “Upper Left Wealth Management” on the regulatory sites below. Note that there is more than one Randy Kurtz. My CRD # is 4579297.