Team

Robert and Roman broke away from billion-dollar firms to build a modern practice centered on guiding your wealth with care and purpose. Robert's decades of successful tech investing pairs uniquely with Roman's institutional-grade estate and planning experience.

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Robert Cantwell

Wealth Partner, robert@upholdings.com

We build our business around your business. We help you architect an enduring foundation to last generations.”
Roman Headshot

Roman Puglise, CFP®

Wealth Partner, roman@upholdings.com

The best financial plans start with listening. By caring for the people behind the numbers, we bring meaning to wealth.”