FOR IMMEDIATE RELEASE
The Wealth Score is the first step toward an operating system that measures and manages a client relationship around four dimensions of a person’s financial life
ROSEVILLE, Calif.--(BUSINESS WIRE)--Up Capital Management, a fee-only fiduciary wealth management firm, today introduced the Wealth Score, a free 12-question assessment that distills how much of a person’s financial life is designed on purpose into one number, as the starting point for a review and strategy conversation with an advisor.
It looks at four dimensions of a financial life (how it is structured, how it is experienced, what it is anchored to, and what it is for), then reads the strengths and tensions across them. Everyone who finishes receives an overall score from 0 to 100, four dimension scores with states from Dormant to Thriving, and a summary of what the reading reveals. It is available at upcapitalmgmt.com/wealthscore. Each completed score also produces a comprehensive document to prepare an advisor for their meeting with the person.
“Do I have enough? Behind that question are decades of work and a family counting on the answer, and advisors are good at solving it, because it’s a math problem. The Wealth Score asks the next one. Enough for what?” said Nyle Bayer, chief executive officer of Up Capital Management, who created the Wealth Score. “It measures whether you’ve answered that question and how well your life is designed around the answer, and we can track it together as life changes.”
“For decades, advisors have measured portfolios to the decimal while the life behind them stayed a guess,” Bayer said. “The Wealth Score puts a number on how that life is designed. It’s the first piece of a human-first, AI-enabled firm that makes every conversation with an advisor more meaningful and makes its impact measurable.”
About Up Capital Management
Up Capital Management is a fee-only fiduciary wealth management firm in Roseville, California. One fee covers financial planning, investment management, tax planning and estate planning coordination. Learn more at upcapitalmgmt.com.
Up Capital Management, Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training. The Wealth Score is for general education and is not individualized investment advice.
Media Contact
Matt Marmorstein | matt@upcapitalmgmt.com | (916) 520-6420
Common questions
A free 12-question assessment from Up Capital Management that distills how much of a person's financial life is designed on purpose into one number, as the starting point for a review and strategy conversation with an advisor.
An overall score from 0 to 100, four dimension scores with states from Dormant to Thriving, and a summary of what the reading reveals.
This material is provided by Up Capital Management for educational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results.