Angie's List since May 2010

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at I am a CFP and have an MBA.

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He gave me a wealth of information regarding my investments.  He was wonderful.  He advised me with what to take with me to my tax preparer.  He recommended me to put everything, a 192 page document, on a flash drive.  He is a phenominal listener, particularly to your risk tolerance.  Everything is always on target with your goals.

Jeff Lewis gave me information for all of my taxes.

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