Financial advisor in Woodside, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Woodside and the surrounding San Mateo 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.

Woodside, in the hills above Silicon Valley, is one of the wealthiest towns in the country, home to technology founders and investors. The families we serve here carry substantial, concentrated wealth and the layered decisions that come with it.

Who we work with in Woodside

For those who have earned what comes next.

Woodside founders and investors with concentrated, substantial wealth.

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 Woodside clients

We serve Woodside families across The Peninsulaby 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.