Financial advisor in Roseville, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Roseville and the surrounding Placer 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.

Roseville is home. Up Capital Management has been headquartered here since 2012, and a meaningful share of our clients live in the same communities we do — we see them at events, at restaurants, and on the sidelines of their kids’ games. As the largest city in Placer County, Roseville has grown into a hub for families and business owners who have built real wealth and want it coordinated in one place.

Who we work with in Roseville

For those who have earned what comes next.

Roseville pre-retirees, retirees, and business owners with $1M or more in investable assets and the kind of complexity that has outgrown a basic advisor relationship.

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 Roseville clients

Because we’re headquartered nearby in Roseville, Roseville 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.