• Upstream Investment Partners, LLC

    • Financial / Planning
    16 N. Merryweather
    The Woodlands, TX 77384
    (281) 661-1278
    • About

      We are a full-service financial consulting firm dedicated to helping our advisors work with their clients to help build wealth & manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms & products.

    • Whom to Contact

      • Lisa Poppell
        Private Wealth Manager
        16 N. Merryweather
        The Woodlands, TX 77384
        Phone: (281) 661-1278
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