Wealth Management
At Upskill, we understand that managing wealth is a lifelong endeavor. Whether you are just starting your career, building a family, or enjoying your retirement years, we will work closely with you to develop a comprehensive wealth management strategy that aligns with your unique goals and aspirations. Our aim is to ensure that your wealth is effectively preserved, optimized, and protected, empowering you to make informed decisions and enjoy a financially secure future.
Tax and Bookkeeping Services
Navigating the complexities of taxes is a crucial aspect of managing your financial affairs. Our experienced team understands the intricacies of tax laws and regulations, and are here to provide you with comprehensive tax and bookkeeping services. Our goal is to ensure that you are taking advantage of all available tax-saving opportunities while remaining fully compliant with state and federal regulations.
Our Team
Bret Hartman
Financial Professional
(315) 295-2526
Bret is a registered representative and investment advisor. He earned his bachelor's degree from Binghamton University and is the founder of Upskill Wealth Management.
Maria Reagan
Tax Professional
Maria is a state and federally registered tax preparer. She holds a bachelor’s degree from Liberty University.