Team

Robert and Roman partnered up to build a modern practice centered on guiding your wealth with care and purpose. Robert's decades of successful investing in start-ups and publicly traded companies pairs uniquely with Roman's institutional-grade estate and planning experience.

Final Robert

Robert Cantwell

Wealth Partner, robert@upholdings.com

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

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.”