Irvine Team Managing $115 Million in Assets Focuses on
Multi-Generational Wealth Management
DALLAS, July 16,
2024 /PRNewswire/ -- Prospera Financial Services,
Inc. ("Prospera"), a boutique wealth management firm supporting a
nationwide network of independent advisors, today announced that Up
the Graph Financial Group of Irvine,
California, has joined its platform.
The firm, led by Garrick
Updegraph, has approximately $115
million in assets under management (AUM).
"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," said
Updegraph, President & Financial Advisor. "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."
With over 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.
"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," said Tarah Williams,
Prospera's President and Chief Operating Officer. "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."
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC
and a registered investment advisory, offers the flexibility and
resources only found at some of the nation's largest
broker-dealers. Headquartered in Dallas,
TX, Prospera was named Broker-Dealer of the Year by
Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018
and 2019. Prospera is a 7-time winner and 11-time finalist for
WealthManagement.com's Industry Awards as well as a ThinkAdvisor
Luminaries award winner in its inaugural year. The firm supports
independent financial advisors nationwide. For more information
about Prospera, visit www.joinprospera.com. Securities and advisory
services offered through Prospera Financial Services, member FINRA,
SIPC.
Media Contacts
Donald Cutler and Lorene Yue
Haven Tower Group LLC
(424) 317-4864 and (424) 317-4854
dcutler@haventower.com and lyue@haventower.com
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SOURCE Prospera Financial Services