Uplevel Wealth

We build financial plans to help you live well

Financial planner in Portland, OR (show on map)

3.0

★★★☆☆

1 reviews

Fee-only fiduciary wealth management firm helping professionals and families build and manage wealth with personalized financial planning.

Call (503) 308-9067

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About

Uplevel Wealth, LLC is a Registered Investment Advisor firm based in Portland, Oregon, serving clients in Oregon, California, and Washington, with virtual services available throughout the U.S. The firm was founded by Amanda Harvey and Anika Hedstrom, who together bring over 35 years of experience from trading floors, hedge fund administration, and complex financial instrument management.

Uplevel Wealth operates as a fee-only, fiduciary firm, meaning it does not receive commissions or kickbacks and always acts in the client's best interest. The firm's philosophy centers on building genuine client relationships, prioritizing humility and personal touch over commoditized advice, and empowering clients—especially women and families—to make intentional financial decisions. Services include comprehensive financial planning, investment management, tax planning strategies, and retirement planning. The firm also publishes a monthly newsletter and blog covering topics like taxes, investments, estate planning, and geopolitical impacts on portfolios.

Fee-only, fiduciary firm with no commissions or kickbacks

Boutique firm prioritizing personal relationships over firm growth

Led by two women CFP® professionals with 35+ years combined experience

Warm, supportive environment for discussing family finances

Focus on doing wealth better, not just growing it

Services

Financial Planning

Comprehensive financial planning covering taxes, retirement, estate planning, college planning, insurance, and investment strategy.

Tax planning and optimization Retirement planning Estate planning College planning Insurance review Investment strategy

Investment Management

Fiduciary investment management with a focus on long-term, intentional allocation and global diversification.

Fiduciary-first approach Global diversification strategy Long-term investment planning No commissions or kickbacks

Tax Planning

Strategic tax planning for high-income earners, covering tax-advantaged accounts, deductions, charitable giving, and income coordination.

Tax-advantaged account optimization (401k, HSA, Backdoor Roth) Charitable giving and donor-advised fund strategies Qualified Charitable Distributions (QCDs) Income range coordination Deduction timing strategies

Credentials & Certifications

CFP® (Certified Financial Planner)

Registered Investment Advisor (RIA)

Fiduciary Status

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

Is Uplevel Wealth a fiduciary? +

Yes. Uplevel Wealth is a fee-only, fiduciary wealth management firm that always acts in the client's best interest and does not receive commissions or kickbacks.

What states does Uplevel Wealth serve? +

Uplevel Wealth is registered in Oregon, California, and Washington, and serves clients virtually throughout the U.S.

What is the firm's approach to tax planning? +

Meaningful tax planning is about coordinating across your entire financial picture and being intentional year after year—not finding one big loophole. Key areas include reviewing existing filings for overpayments, maximizing tax-advantaged accounts, being strategic with deductions, and understanding where income lands.

Does Uplevel Wealth recommend rental real estate as a tax strategy? +

Not typically. While rental property can have tax benefits, they are often more limited than expected for high-income households where passive loss rules apply. Real estate is recommended only if it fits the client's overall plan, not purely as a tax strategy.

What makes Uplevel Wealth different from other firms? +

Uplevel Wealth is a boutique firm that prioritizes building client relationships over maximizing firm growth, humility over ego, and a personal touch over commoditized advice. It is also led by two women CFP® professionals with over 35 years of combined experience.

Who does Uplevel Wealth serve? +

The firm serves families, entrepreneurs, creatives, corporate employees, and medical professionals—people who have worked hard to accumulate wealth and want expert support managing it.

How does the onboarding process work? +

Step 1: Contact the firm to discuss your needs. Step 2: Schedule a one-hour virtual meeting to learn more about you. Step 3: Create your Uplevel Plan and decide if the firm is the right fit.

What is the firm's philosophy? +

Uplevel Wealth believes in the power of the client experience, personal connections in a boutique firm, the craft of partnership, and the intentionality of service. It also champions women in financial planning, noting that women achieve better investment outcomes and take a longer-term view.