Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

You’re probably THINKING

“I’ve Been Disappointed Plenty Of Times By Investment Companies; What Makes This Team So Different?”
Our focus on you and your goals is what makes us different from other investment companies. Let's talk, and you'll discover for yourself that me and my team at Up Capital Management are the right fit for you.

You’re probably THINKING

Our focus on you and your goals is what makes us different from other investment companies. Let's talk, and you'll discover for yourself that our approach is to partner with you in developing financial and investment strategies to achieve your personal and financial goals.
“I’ve Been Disappointed Plenty Of Times By Investment Companies; What Makes This Team So Different?”

We ANSWER your calls and not first screened by computer programs stating “due to unusual call volume…”.

Anton has extensive experience in REAL ESTATE from buying over 300 residential homes to commercial new development that is a valuable resource for your real estate goals.

No red tape.

Our INDEPENDENCE allows us develop investment strategies designed for you and your family verse trying to sell you products designed by corporate home office.

Our DIVERSE clientele affords us the ability to understand many life experiences and challenges.

We care about YOU, not just your investments.

private wealth management

Customize your investments

Our goal is for our clients to consistently build their wealth towards their personal and financial life goals.

Client services

Welcome to the family

We pride ourselves on exceeding client expectations. With empathy, self-awareness, and defined core values, our service model is the cornerstone of our business.

401k plan fiduciary

EMPLOYEES FIRST

Low cost funds and high engagement rates. We carry cutting edge and unique strategies for your company's benefits plan.

We’ve been published on…

WEEKLY BRIEF

Benefits at the Bottom

Benefits at the Bottom

There are many benefits of being at the bottom of a market cycle vs. at the top. At the top, when economic and stock market conditions are so favorable that it starts to get scary. One cannot stop wondering when these good times end. I remember like it was yesterday,...

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US Soft Landing

US Soft Landing

Investors have been on pause since early 2022 with their new investments to determine when the Federal Reserve rate hikes will cease. More importantly, they are concerned that higher interest rates will drive the US economy into a recession. The Federal Reserve began...

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Planning to Win

Planning to Win

Below is a short exert from the Chapter “Strategies to Profit During Market Cycles” from my book, “Physicians Guide to Wealth” released last year:“Every football coach has a strategy with every possible scenario thoroughly thought through for each game. Most will have...

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Quarterly Economic Video

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