Metric 01
15+
years in wealth planning
PRIVATE WEALTH PLANNING
Grow Wealth with Confidence
We build clear plans for investing, retirement, taxes, risk, and cash flow. You see what to do, why it matters, and how it fits your goals.
Metric 02
320+
client plans built
Metric 03
4.9/5
client rating
OUR PROCESS
How It Works
Build a clear mix for stocks, bonds, and cash around your money goals.
6-week setup
Investment Plans
From $1,500
Build a clear mix for stocks, bonds, and cash around your money goals.
8-week setup
Retirement Portfolios
From $2,500
3-week review
Tax-Smart Strategies
From $1,200
012-week review
Risk Reviews
From $950
Stress-test savings, insurance gaps, and big life changes.
02Monthly check-in
Cash Flow Maps
From $800
Track income, spending, and free cash each month.
0310-day setup
Asset Protection
From $2,200
Set account titles and records to help guard wealth.
CORE SERVICES
Wealth Services That Fit
We talk about goals, accounts, family needs, and current money stress.
01
Intro Call
02
Plan Draft
03
Review Session
04
Ongoing Check-ins
CLIENT RESULTS
Plans Built For Real Goals
One monthly planning call Basic investment plan Quarterly cash-flow check Retirement goal map One risk review note
Billed monthlyBilled monthly
Starter
From $499/mo
- One monthly planning call
- Basic investment plan
- Quarterly cash-flow check
- Retirement goal map
- One risk review note
Most popularBilled monthly
Signature
From $1,250/mo
- Two monthly planning calls
- Full investment plan
- Retirement portfolio map
- Tax-smart withdrawal plan
- Monthly cash-flow model
- Asset protection review
Annual retainerAnnual retainer
Scale
From $2,500/mo
- Weekly planning call
- Business cash reserve map
- Retirement income schedule
- Tax plan for large income
- Family goal dashboard
- Asset title review
CLIENT FEEDBACK
What Clients Say
Built a cash-flow plan and kept the down payment on track.
Families
Family Plan for a New Home
Built a cash-flow plan and kept the down payment on track.
Business Owners
Retirement Mix for a Business Owner
Healthcare
Tax Plan for a Dental Practice
Real Estate
Asset Map for Two Rentals
Retail
Cash Plan for a Shop Owner
Retirement income and tax
Maya Chen
Portfolio mix and risk
Daniel Brooks
Cash flow and goal setting
Elena Ramirez
Asset titles and estate basics
Noah Bennett
Proof
Customer notes
Verified
“Clear advice and calm follow-through made our next step easy.”
Sarah Klein
Owner, Northside Dental
Verified
“We finally had one plan for retirement, taxes, and savings.”
Mark Ellison
Retiree, Hudson Park
Verified
“Our cash flow got steady, and the numbers made sense at last.”
Priya Shah
Co-owner, Oak Street Market
Service area
New York City Metro
Manhattan, Brooklyn, Queens, Bronx, Staten Island
Area 01
New York City Metro
Manhattan, Brooklyn, Queens, Bronx, Staten Island
Area 02
North Jersey
Jersey City, Hoboken, Newark, Paramus
Area 03
Long Island
Nassau County, Suffolk County, Garden City, Huntington
Area 04
Westchester
White Plains, Scarsdale, Yonkers, Rye
Questions
Wealth Planning FAQs
Quick answers before visitors choose a product, service, or next step.
01What does Upward Vault do?+
We help people and small business owners plan investing, retirement, taxes, cash flow, and asset protection in one clear plan.
02Who is a good fit?+
People with savings, near-retirees, and owners who want a steadier plan for money and less guesswork each year.
03How do we start?+
Book a call, share your goals, and get a draft plan after the first review so you can see the next steps fast.
04Do you work with business owners?+
Yes. We help owners separate personal and business money, plan taxes, and set cash reserves for slow months.
05How often do we meet?+
Most clients meet monthly or each quarter, based on the tier and the work needed to keep the plan current.
06Do you only manage investments?+
No. We also help with cash flow, taxes, retirement income, risk, and asset protection, so the full plan stays in one place.
Monthly Money Notes
Get short notes on investing, taxes, retirement, and cash flow from the Upward Vault team each month.