Private wealth
for modern professionals.
Upholdings helps high earners and their families align finances, invest with intention, and plan their legacies.
Trusted by clients from:
Built on a plan,
not just a portfolio
We work across your entire balance sheet to make decisions more impactful.
Why Upholdings?
Independent by Design
We own the firm and are accountable to no one but our clients.
Full Stack Advisory
We coordinate across compensation, investments, taxes and estate.
Aligned Time Horizon
We are in the same wealth-building window as our clients.
Built on partnership
Robert and Roman bring together two sides of wealth management: deep investment experience and advanced financial planning.
Trusted by those who value clarity.
When you find someone like Robert - who is always there for you, full of great advice, and never stops challenging you - you make friends with them, find every way to work with them, and never let go.
I really value Roman's holistic approach - understanding my personal life well and the things that are important to me. Since working with him, I have a completely different, positive perspective on my money that's helped me make real plans in the short & long term.
I've known Robert for a long time and I'm happier for it. He and Roman are people I can count on.
The persons referenced above are current clients of Upholdings and were not compensated for providing testimonials. Testimonials may not be representative of the experiences of other clients, and there is no guarantee of future success.