Upland Private Wealth

05/29/2026

May 29 = 529 Day 🎓

If you haven't started an education savings plan yet, today's your sign.

→ Tax-free growth
→ Tax-free withdrawals for school expenses
→ Unused funds roll into a Roth IRA after 15 years

The right 529 strategy depends on your family's full financial picture. Let's talk about building yours.

05/23/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

04/27/2026

Volatility is not a market malfunction. It is a feature of markets that periodically reassess fundamentals under genuine uncertainty.

04/21/2026

What a way to celebrate International Women's Day!

Our Fashion & Finance event last month brought together an amazing group of women for a fun and inspiring evening. Sarah from House of Color wowed us with a color analysis talk, and Susan & Shelby from Lynne Morgan Boutique served up trend insights and private shopping.

Brandy M. Reichert, CFP® spoke on the importance of women's history and their evolving role in the financial world, and Bobby Schmid (Dorvall) had everyone buzzing with her breakdown of the four money personalities: Spender, Saver, Investor, and Avoider.

Thank you to our wonderful speakers and everyone who came out and made it such a special afternoon!

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04/17/2026

Another milestone worth celebrating!

Brandy Reichert, Founder & Wealth Advisor, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This recognition is a true reflection of the trust her clients place in her and the results she consistently delivers.

This kind of honor doesn't happen without the people behind it. Thank you to the clients, families, and partners who make this work meaningful every day.

We are incredibly proud of this well-deserved achievement. Congratulations Brandy!

The Forbes Top Wealth Advisors Best-in-State and America's Top Wealth Advisors ranking is developed by Forbes/SHOOK Research and was presented in April 2026 based on data gathered in 2025. No fee was paid to be included in the ranking or to use it in marketing materials. The ranking is not indicative of future performance, and individual experiences may vary.

03/24/2026

Homeownership can bring added considerations during tax season.

As the IRS begins accepting 2026 tax returns, homeowners may be reviewing whether to itemize deductions or take the standard deduction. Depending on individual circumstances, certain expenses tied to owning a home may still be eligible for tax treatment under current rules, including mortgage interest and property-related costs.

Because tax situations vary, it may be helpful to review what applies to you before filing.

If you have questions about how these items show up in your overall financial picture, feel free to reach out. For specific tax guidance, it’s best to connect directly with your qualified tax professional. I’m happy to coordinate with them to ensure your financial strategy is aligned.



Source:

It will mostly be business as usual for homeowners this tax season. However, new changes introduced under the "big, beautiful bill" may affect how they file.

03/18/2026

We’re proud to share that our Founder, Brandy Reichert, has earned the Certified Private Wealth Advisor™ (CPWA®) designation.

This advanced credential is specifically designed for advisors serving high net worth individuals and families. The CPWA® designation has deepened Brandy's knowledge to address sophisticated planning across tax management, estate planning, executive compensation, concentrated wealth and philanthropic giving.

As the financial landscape continues to evolve, we remain committed to investing in the knowledge and capabilities that allow us to deliver thoughtful, forward-looking guidance to our clients.

Congratulations, Brandy, on this achievement!

03/16/2026

Let’s Try This Again…… We’ve Rescheduled Breaking the Bias: Women’s Wealth Edition!
Due to the many power outages, school closures, etc., Christine, Kristen and I decided to bump this event back to NEXT WEDNESDAY: MARCH 18TH at the GLACIER BANK OPS CENTER at 2240 US HWY 93 S in Kalispell, MT. This is located near MacKenzie River Pizza in South Kalispell.
Guess what…. You can still register. If you have already registered, you can edit response, re-register or let us know and we will take care of the rest. We’re here to help you learn and take away applicable actions to start building or enhancing your wealth.

03/04/2026

If you’ve called, emailed, scheduled, or needed just about anything, chances are you’ve already connected with our Executive Assistant, Jessie Nelson.

She’s the engine behind the scenes, keeping everything organized and moving so our clients can stay focused on what matters most. With a background in medical sales and a sharp instinct for client care (honed both professionally and as a mom), she brings a level of awareness and follow-through that makes a real difference.

We’re grateful for the hard work and positive energy she brings to our team every day!

03/02/2026

The market always has leaders. Right now? Energy and Defense are stepping up. We continue to see opportunity there as this cycle unfolds.

Private Wealth