We provide independent wealth management to the next generation of business leaders. Our research has been featured on Bloomberg, Fox Business, and on Twitter @UPHOLDINGS.

Robert Headshot

Robert Cantwell

Founder, Managing Director

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

Partner, Director of Research

There's no such thing as a risk-free investment. But every portfolio can be positioned to mitigate your unique risks.”