Traverse City Office
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Matt Simon, AIF® is a Private Wealth Manager committed to a comprehensive approach in working with his clients. Given the uncertainties in today’s economy and financial markets, Matt helps busy households through education and a consistent investment management and financial planning process.
Matt started his career in financial services in 2001 with H&R Block Financial Advisors in Okemos, Mi. In just two years he was charged with helping H&R Block Financial Advisors expand by opening a new office in Traverse City. In this new role, Matt worked with H&R Block tax advisors giving him a unique insight in how taxes can impact investments. This helped him develop efficient strategies for growing and distributing wealth. In 2009, H&R Block Financial Advisors was acquired by Ameriprise Financial. He continued to serve clients for 3 years with Ameriprise before making a decision to become an independent advisor with Upstream Investment Partners.
Matt believes strongly in education and professional development. He holds Series 6, 7, 63 and 65 licenses as well as the Michigan Life and Health Insurance licenses. He also holds the AIF® designation.
A lifelong resident of Michigan, Matt moved to the Traverse City area in 2003 with his wife Cristina. Since then they have been blessed with four children – Nicholas, Samantha, Anya and Audrey. They enjoy the outdoors and take full advantage of everything Northern Michigan has to offer. He gives back to his community by serving on his local church board and school board.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.