Financial advisor in Folsom, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Folsom and the surrounding Sacramento County. We coordinate financial planning, investment management, tax planning, and estate planning under one roof, so nothing falls through the cracks between your advisor, your accountant, and your attorney.

Folsom blends historic California charm with one of the region’s largest technology workforces, anchored by major employers including Intel. Many of the Folsom professionals we work with are navigating equity compensation — RSUs, stock options, and concentrated positions — that has to be coordinated carefully with a multi-year tax plan.

Who we work with in Folsom

For those who have earned what comes next.

Folsom technology professionals and executives with RSUs, stock options, and concentrated stock that needs a tax-aware strategy.

Typically pre-retirees and retirees with $1M or more in investable assets and the kind of complexity that goes beyond a simple portfolio.

What we do

Four disciplines, one team, one plan.

Financial Planning

A working model of where your money is today and where it can take you.

Investment Management

Actively managed portfolios designed around your plan and structured for tax efficiency.

Tax Planning

Built into your strategy year-round — the decisions that compound over a lifetime.

Estate Planning

Documents prepared and reviewed by qualified attorneys, coordinated with your plan.

Explore our services

How we work with Folsom clients

Because we’re headquartered nearby in Roseville, Folsom clients often meet with us in person — and we’re available by video and phone whenever that’s easier. That kind of local accountability is something national platforms cannot offer.