Team

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.”
Lars Headshot

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.”