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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Upstate Wealth Consulting

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New Hartford, NY
Upstate Wealth Consulting

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Helping to grant you the financial freedom you deserve.

WE ARE LICENSED TO SELL INSURANCE IN THE FOLLOWING STATES:

Arizona, Florida, Georgia, Illinois, Michigan, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, West Virginia

WE ARE LICENSED TO SELL SECURITIES IN THE FOLLOWING STATES:

Arizona, Colorado, Florida, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia

We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Upstate Wealth Consulting is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/31/2026

Happy Halloween from Upstate Wealth Consulting!

There’s nothing scary about having a solid financial plan. From planning for the unexpected to preparing for the future, a little preparation can go a long way toward keeping financial frights at bay.

Wishing you and your family a safe, happy, and treat-filled Halloween!

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

📢 Calling all CPAs and Attorneys!

Join Jason Champion and William Matteson from Upstate Wealth Consulting for a Continuing Education & Networking Event for an insightful discussion on estate planning strategies for small business owners. Presenter Michele Collins, Director of Advanced Sales at MassMutual, will cover the fundamentals every professional should know.

🗓️ November 5
🕛 12:00 PM - 2:00 PM
📍 Fort Schuyler, Utica
🍽️ Lunch & drinks provided

Send us a DM to reserve your spot by October 29 or ask for more information😊

10/19/2026

🎃🚜 FALL GIVEAWAY ALERT! 🚜🎃

We're partnering with Savicki’s Farm Market to give away a limited number of tickets to Savicki's Hayride on October 24, 2026! 20 lucky winners will receive 2 tickets each for a fun-filled fall hayride🍂 https://bit.ly/4hXFezi

To enter:
✅ Like this post
✅ Follow our page
✅ Share this post

🎟️ Important: Winners must be able to pick up their tickets at Upstate Wealth Consulting prior to the event.
📅 Winners will receive a DM from us by 10/21

Tag a friend you'd bring along and get ready for some fall fun! 🍁🍂

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/16/2026

🌟OCTOBER BUSINESS SPOTLIGHT🌟

Every month, we're proud to showcase and support a different local business. This month, our spotlight is on Modern Counseling and Wellness Co. led by Owner Natalie Detraglia. Their team is dedicated to providing innovative and personalized mental health support in a warm, upbeat environment.

Most recently, the team debuted a Modern Minis Play Studio: a developmental play space created to give kids the opportunity to simply be kids while learning, growing, and connecting through play. They meet children exactly where they are developmentally, using play to build practical skills such as communication, emotional awareness, social connection, problem-solving, and confidence. Modern Minis also serves as a community resource for families, creating opportunities for parents and children to make memories, explore their strengths, and embrace the magic of childhood together.

To learn more about Modern Counseling & Wellness Co., visit their website (https://bit.ly/4si9MiL) and follow them on Instagram: .

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

10/02/2026

Happy October! Did you know it’s Financial Planning Month?

A strong financial plan isn’t just about where you are today; it’s about knowing where you want to go and having a strategy to help you get there.

Throughout the month, we’ll be sharing resources to help you plan your financial goals and the steps you can take toward a more confident financial future.

Follow along all month for resources you can put to work for your financial plan.

09/25/2026

Major life events can be a good reason to revisit your overall financial picture.
Consider doing a financial check-in after:

• Getting married
• Buying a home
• Growing your family
• Changing jobs
• Starting a business
Regular reviews can help ensure your financial goals continue to align with your current situation. Visit our website to schedule an appointment: www.upstatewealthconsulting.com

Address

600 French Road South Building, Suite 100
New Hartford, NY
13413

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13157343661

Website

http://www.UpstateWealthConsulting.com/

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