Financial advisor in Rocklin, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Rocklin and the surrounding Placer County. We coordinate financial planning, investment management, tax planning, and estate planning under one roof, so nothing falls through the cracks between your advisor, your accountant, and your attorney.

Rocklin sits right next to our Roseville office, and many of our clients are Rocklin families balancing growing careers, equity compensation, and the first serious questions about retirement. It’s a community that has grown quickly — and with that growth comes financial complexity that a one-size-fits-all advisor relationship often can’t keep up with.

Who we work with in Rocklin

For those who have earned what comes next.

Rocklin families and professionals coordinating equity compensation, a growing balance sheet, and a plan for what comes next.

Typically pre-retirees and retirees with $1M or more in investable assets and the kind of complexity that goes beyond a simple portfolio.

What we do

Four disciplines, one team, one plan.

Financial Planning

A working model of where your money is today and where it can take you.

Investment Management

Actively managed portfolios designed around your plan and structured for tax efficiency.

Tax Planning

Built into your strategy year-round — the decisions that compound over a lifetime.

Estate Planning

Documents prepared and reviewed by qualified attorneys, coordinated with your plan.

Explore our services

How we work with Rocklin clients

Because we’re headquartered nearby in Roseville, Rocklin clients often meet with us in person — and we’re available by video and phone whenever that’s easier. That kind of local accountability is something national platforms cannot offer.