Prospera Financial Services – a boutique wealth management firm supporting a nationwide network of independent advisors – announced that Up the Graph Financial Group of Irvine, California, has joined its platform. The firm, which is led by Garrick Updegraph, has about $115 million in assets under management (AUM).
With more than two decades of wealth management experience and an unwavering commitment to advocating for his clients, Updegraph and his team provide financial planning and wealth management for multi-generational clients and retirement planning for institutions.
KEY QUOTES:
“I wanted to partner with a firm that provided freedom and breadth of services, in addition to back-office efficiencies, that enable me to provide the level of service my clients expect. Relationships and results are critical to my practice. At Prospera, I’ve found a community that feels the same way about client service and operational excellence.”
– Garrick Updegraph, President & Financial Advisor
“We have intentionally designed our firm for advisors like Garrick who do not want to choose between growing their practice and delivering the highest quality, personalized service to their clients. Our strategic investments in best-in-class technology, coupled with a tireless dedication to hands-on service, have cultivated a value proposition designed to help advisors, like Garrick, grow their practice their way.”
– Tarah Williams, Prospera’s President and Chief Operating Officer
