Broker Check
Stas Politis, CPFA®
Stas Politis, CPFA®
Upward Wealth Group, LLC Employer-Sponsored Plan Advisor & Investment Representative
https://www.upwardwealthgroup.com (561) 345-3992

At Upward Wealth Group, we understand the critical role of employer-sponsored plans in talent retention and employee financial well-being. By reducing financial stress, these plans foster a healthier work environment and enhance productivity and performance. With our tailored approach, we ensure that your company's retirement plan is not just effective but also aligned with your organizational goals.

Our services cater to a diverse clientele, including self-employed professionals, entrepreneurs, business owners, and executives/trustees seeking to optimize their retirement savings. With decades of experience and a commitment to personalized solutions, we specialize in crafting employer-sponsored retirement plans that suit your specific requirements. Whether you prefer a straightforward, easy-to-administer plan or a more intricate one tailored to your unique circumstances, we've got you covered.

Given their substantial contribution to our retirement nest eggs, we recognize the significance of 401(k) plans in retirement planning. It's essential to synchronize all your savings and investments inside and outside employer-sponsored retirement plans to maximize their combined potential in achieving your retirement objectives. By harmonizing these elements, we can build a comprehensive portfolio that works synergistically toward securing your financial future.

Let's collaborate to design a retirement plan that meets regulatory requirements, empowers your employees, and positions your business for long-term success. Reach out to us today to embark on this journey toward financial security and prosperity.

Do Your Investments Follow These Key Principles?

photo of ebook cover

These Tips May Help You Invest With Confidence

  • Learn how to approach investing confidently
  • Evaluate crucial market fluctuations
  • Practice focusing on what you can control

Learn the Timeless Principles Many Smart Investors Know

Put Your Money to Work

Put Your Money to Work

Determine your time horizon, be patient, and start early.

Different Types of Risk

Different Types of Risk

Market risk isn’t the only form of risk that should be on your radar.

Learn What Matters

Learn What Matters

When you invest and how long you stay invested can make all the difference.

"While the S&P 500 returned 9.85% for the 20-year period ending in 2015, the average investor fared worse, seeing a return of only 5.19%. Emotional decision-making was one of the factors that contributed to the difference in performance."

-From Timeless Principles of Investing

Invest Smart
Do Your Investments Reflect Your Goals?

Do Your Investments Reflect Your Goals?

Your finances are as unique as you are, and your investments should reflect that. These eight important principles are designed to help you maintain your investment course through it all. Are you taking them to heart?

Invest with confidence.

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