About Us

Upstream Investment Partners

Welcome to Upstream Investment Partners where we go beyond numbers and charts to create personalized financial success stories for our clients. Our journey is rooted in a commitment to understanding your unique aspirations, challenges, and dreams.

Our Vision

We envision a financial landscape where every individual has the tools and guidance to navigate their journey toward prosperity. We believe in transforming financial complexities into clear, easy-to-understand, and achievable goals.

Who We Are

We are more than financial experts; we are your partners in building a secure and fulfilling future. Our team comprises passionate professionals with diverse backgrounds, bringing a wealth of experience, education, and perspectives to the table.

Sourcing Excellence Worldwide

Personalized Approach

No two financial journeys are alike. We take the time to understand your goals, risk tolerance, and dreams, tailoring our strategies to fit your unique needs.

Team Collaboration

We believe in the power of collaboration. Our team approach ensures that you benefit from a range of insights, offering a complete perspective on your financial well-being.

Let's Start Your Financial Journey

Embark on a journey towards financial empowerment with us. If you have any questions or are ready to start shaping your financial future, don't hesitate to reach out. We look forward to being part of your success story!

Carrie LeVasseur

Luke Russell

Mack Smith

Knowledge is power

It’s also the foundation for intelligent, well-considered decisions. Whether it’s retirement plans or making sure you don’t run out of money, sound decisions are vital. For many, understanding every aspect of personal finance can be daunting. As your financial partner, we aim to relieve stress and make your money work harder by going beyond conventional approaches. We aim to empower you with the knowledge and guidance needed to make informed decisions across all areas of your financial landscape.

Please contact us right away to get started.

Contact us

If you need any info please contact us!

Our office address

203 Dartmouth Drive Midland, MI 48640

Mail for information

Contact Us


For any inquiries relating to our services, feel free to reach us out