Upland Private Wealth

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Upland Private Wealth Our Offices:
📍Nebraska: 1802 Broadway, Suite 1, Scottsbluff, NE 69361; 📱(308) 310-4050
📍Montana: 1809 3rd Ave.

E., Kalispell, MT 59901; 📱(406) 858-8080
📩[email protected]

🤩ONLY 5️⃣ MORE DAYS TO GO! 📆We’re so excited to partner with the Flathead Building Association as we celebrate one year ...
10/15/2026

🤩ONLY 5️⃣ MORE DAYS TO GO! 📆

We’re so excited to partner with the Flathead Building Association as we celebrate one year in the Flathead Valley! 🎉

Join us on Tuesday, October 20, from 5–7 PM for an evening of connection, conversation, and celebration. We’d love to see our clients, friends, and neighbors—and welcome anyone interested in getting to know Upland Private Wealth. As a special treat, Upland is excited to host Mary Ann Bartels, our partner firm's Chief Investment Strategist, to share her insight on the financial markets!

📍 Glacier Bank Park — Indoor Event Space
25 McDermott Lane, Kalispell, MT 59901

Come celebrate this exciting milestone with us!

10/13/2026

⏰It’s about time in the markets, not timing the markets. 📈
At Upland, we help you build wealth through sustainable, long term financial strategies. 🌲📊

Meet our guest at our One Year Anniversary: Mary Ann Bartels- Experience that informs. Insight that looks ahead. 📈 40+ y...
10/12/2026

Meet our guest at our One Year Anniversary: Mary Ann Bartels- Experience that informs. Insight that looks ahead.
📈 40+ years of Wall Street expertise
🏆 Award-winning investment strategist
💡 Leader in markets, DeFi, crypto & emerging technology
🎙️ Featured on CNBC, Bloomberg & FOX Business
Full Biography: https://sanctuarywealth.com/people/mary-ann-bartels/

With oil prices continuing to fluctuate, many are wondering what’s driving the changes and why energy markets seem to im...
10/08/2026

With oil prices continuing to fluctuate, many are wondering what’s driving the changes and why energy markets seem to impact so many parts of everyday life. Oil is deeply tied to the global economy, so geopolitical events, supply concerns, and market uncertainty can quickly affect businesses, consumers, and financial markets worldwide. Swipe to learn more.

As always, if you have questions about your financial plan or investments, please do not hesitate to contact us. We’re here to help and will continue monitoring market and economic developments closely as conditions evolve.

We’re so excited to partner with the Flathead Building Association as we celebrate one year in the Flathead Valley! 🎉Joi...
10/06/2026

We’re so excited to partner with the Flathead Building Association as we celebrate one year in the Flathead Valley! 🎉

Join us on Tuesday, October 20, from 5–7 PM for an evening of connection, conversation, and celebration. We’d love to see our clients, friends, and neighbors—and welcome anyone interested in getting to know Upland Private Wealth. As a special treat, Upland is excited to host Mary Ann Bartels, our partner firm's Chief Investment Strategist, to share her insight on the financial markets!

📍 Glacier Bank Park — Indoor Event Space
25 McDermott Lane, Kalispell, MT 59901

Come celebrate this exciting milestone with us!

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/04/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

08/28/2026

From recreating the timeline of events to bringing together survivors and their rescuers, these television specials— ‘102 Minutes Inside the Towers’ on the History Channel, ‘9/11: United We Stand—25 Years Later’ on ABC and ‘9/11 Reunited’ on National Geographic—honor the anniversar...

We’re thrilled to be sponsoring Kicks for Kids in the Scottsbluff School District! 👟🎒Kicks for Kids provides every incom...
08/21/2026

We’re thrilled to be sponsoring Kicks for Kids in the Scottsbluff School District! 👟🎒
Kicks for Kids provides every incoming 5th grader with a brand-new pair of shoes, helping students start the school year feeling confident, supported, and ready to learn.
We’re proud to be part of a program that makes such a meaningful difference in the lives of local students. And this is just the beginning—we plan to expand our support to additional grades in the years ahead!
Here’s to investing in our kids and our community, one step at a time. ❤️👟

08/12/2026

🔆Have you done your Summer Financial Checkup?

➡️How's your progress towards your savings and investing goals?

➡️Is your tax withholding accurate?

➡️Is your 401(k) invested how you actually want it to be?

⌚Don't wait until the year end crunch- A little time today can save you a lot in the future!

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Sw...
08/11/2026

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

Address

Scottsbluff, NE & Kalispell, MT
Scottsbluff, NE

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