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

Consumers Emotion Out of Sync to their Spending

Consumers Emotion Out of Sync to their Spending

Last week the University of Michigan released its Consumer Sentiment Index for March, which dropped for the first time in four months. This report comes before any recent news about the banking industry, and I would expect the next index reading to be the second month...

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Lessons from the Silicon Valley Bank Collapse

Lessons from the Silicon Valley Bank Collapse

It was an extraordinary experience for the years we lived in Cupertino, AKA Silicon Valley. During the late 1990s, neighbors were becoming millionaires and some billionaires overnight when their companies had an Initial Public Offering (IPO). Employees at all levels,...

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Factory Orders are Rising

Factory Orders are Rising

On Monday, the Bureau of the Census, U.S. Department of Commerce. Released its monthly U.S. Factory Orders report. New orders for U.S. manufactured goods fell 1.6% month-over-month (MoM) in January after a 1.7% rise in December. This decline for January was less than...

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