My Philosophy

Wealth management is more than investment solutions. I approach each situation with a holistic view of the landscape you live and work in. When I work with you, I evaluate the situation closely and develop options for us to consider before moving forward.

By combining my coaching, counseling, and consulting skills, I help individuals, couples, and small business owners live in clarity and good health in the realm of their finances.

My advice is based on a deep understanding of your entire financial picture as I act to bring together all aspects of your personal finances and develop your comprehensive plan. I see myself as part of your team in the management of your assets and can collaborate with your attorney, CPA, and others to ensure seamless management of your affairs.

My clients are very important to me. At the core of our relationship is trust. So, the first step is to see if we are a good fit. For a free consultation, please contact me at 512.771.7557awaker@upstreamip.com, or simply click here.