Uplevel Wealth, LLC is a Registered Investment Advisor firm in the State of Oregon.
Prior to any advisory work conducted outside Oregon, Uplevel Wealth, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
Hi, I’m Anika and I co-founded Uplevel with my partner Amanda for one main reason – to do wealth differently.
Why is an incredibly young industry like financial services still so antiquated?
Over half of CFPs® are still pushing products. Advisor websites still prominently feature a lighthouse and the same mature couple walking on the beach. Larger firms are prioritizing growth and higher valuations over the client experience. Independent, fee-only, fiduciary Certified Financial Planners ™ represent only a fraction of the industry.
We believe in the power of the client experience – the personal connections offered in a boutique firm, the craft in partnership, and the intentionality of service. We also believe in the power of women. Studies show women achieve better investment outcomes, take a longer-term view, and are less prone to take disastrous risk.
Yet, only 23% of CFP’s® are women, leaving fewer opportunities for clients to benefit from the unique perspectives and life experiences women advisors bring to the table.
With over 35 years of experience, Amanda and I are dedicated to helping you uplevel your wealth and life. We prioritize building client relationships over maximizing firm growth, humility over ego, and a personal touch over commoditized advice.
We designed a new model that does wealth differently.