Financial advisor in Walnut Creek, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Walnut Creek and the surrounding Contra Costa 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.

Walnut Creek is the commercial and cultural center of the East Bay’s Diablo Valley, home to affluent professionals, business owners, and retirees. We help Walnut Creek families turn substantial assets into a coordinated, tax-aware plan.

Who we work with in Walnut Creek

For those who have earned what comes next.

Walnut Creek professionals, business owners, and retirees seeking coordinated planning.

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 Walnut Creek clients

We serve Walnut Creek families across East Bayby video and phone, with in-person visits when they make sense. Our CEO, Nyle Bayer, grew up in the Bay Area, so we know the region — and the equity-heavy, tax-complex wealth that comes with it — well.