Upstart Wealth Management, LLC Information

Upstart Wealth Management serves Gen X and Gen Y investors in San Francisco and other major cities. Our goal, simply put: to help ambitious people make smart, life-changing financial choices. We help tech-sector clients deal with the tax and financial planning issues that come with stock options and restricted stock units, changes in employee benefits, and concentrated stock positions. We can help you prepare to start a family, buy a home, evaluate a new job offer or become an entrepreneur. We also work with busy professionals in a broad array of other industries, including medicine, education and the law. We manage assets and provide financial planning services through Upstart Wealth Management, LLC. We handle tax preparation for clients through a separate partner entity, Powsner & Thomas Tax Consulting.