Prospera Financial Services (“Prospera”), a boutique wealth management company, recently revealed that Up the Graph Financial Group, located in Irvine, California, has joined its platform.
The company, under the leadership of Garrick Updegraph, manages assets under management (AUM) of about $115m.
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Updegraph and his team offer retirement planning for institutions as well as financial planning and asset management for multigenerational clientele. He has over 20 years of expertise in the field and is steadfast in his dedication to standing up for his clients.
Updegraph, president & financial adviser stated: “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.”
Tarah Williams, Prospera’s president, and chief operating officer added: “We have intentionally designed our firm for advisers like Garrick who do not want to choose between growing their practice and delivering the highest quality, personalised 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 advisers, like Garrick, grow their practice their way.”
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By GlobalDataArete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), has partnered with BNY Pershing, a supplier of international financial business solutions, to extend its clearing and multi-custodial wealth management platform through long-term clearing, custody, and technology agreements.
The agreement includes access to BNY Pershing X’s Wove wealth management platform for advisers from Arete Wealth. This platform helps broker-dealers, wealth management companies, and qualified investment advisers connect an investor’s entire financial picture in one location with tools like Wove Investor, Wove Data, and Portfolio Solutions from Wove Advisory.
