Upstate Wealth Consulting

09/01/2026

September is Life Insurance Awareness Month, an annual campaign led by nonprofit organization Life Happens. Life insurance may not be something you think about every day, but your coverage should reflect where you are in life today. Major milestones like marriage, starting a family, buying a home, or changes in your career can all be good reasons to revisit your plan.

Why does life insurance matter? We’re sharing a helpful article that explores the purpose behind Life Insurance Awareness Month and why taking time to review your coverage can be an important part of your financial plan:

https://bit.ly/4gG6U9Z

08/29/2026

Come down to the Clinton Cider Mill TODAY for a free donut! First 100 customers get a donut on us. Maybe grab some cider too while you’re there? 🍩🍎

08/19/2026

Happy 2-year Upstate Wealth Consulting anniversary to Kylie Donohue!

Over the past 2 years, Kylie has become a valued member of the Upstate Wealth Consulting team, bringing positivity, curiosity, and exceptional care to every client interaction.

Outside the office, you'll find Kylie cheering on Formula 1, learning to play the guitar, spending time with her four furry companions, or catching up with friends over a good book at Barnes & Noble.

We appreciate all you do, Kylie, and we look forward to many more milestones together!

08/15/2026

🌟AUGUST BUSINESS SPOTLIGHT🌟
Every month, we're proud to showcase and support a different local business.
This month, our spotlight is on Bouton Physical Therapy in Rome, NY, who’s celebrating their 25th year in business growing purely word of mouth!
Bouton Physical Therapy is not your typical PT clinic as they are dedicated to personalizing their care plans to improve each individual patient's quality of life helping them reach their maximum potential.
Follow them on Facebook to learn more!
https://bit.ly/4xIt1ng

08/12/2026

Money anxiety is common, but it doesn't have to control your life. Clear goals, smart systems, and emotional awareness can help you worry less and live more. Since it's Budgeting Month, we're sharing this reminder that taking small, intentional steps with your finances can help build confidence and reduce stress over time.

Schedule an appointment to discuss your finances today! www.upstatewealthconsulting.com

Overwhelmed by financial stress? Discover practical strategies and real-world habits to reduce financial worry and reclaim control of your wealth.

08/04/2026

Happy 26-year anniversary to our Founding Partner & Co-CEO, Bill Matteson!

Bill's passion for helping others, unwavering integrity, and infectious enthusiasm have been at the heart of his practice day one. With decades of experience in the financial services industry, numerous professional accolades, and a genuine commitment to serving clients and our community, Bill continues to lead by example every day.

Thank you, Bill, for 26 years of leadership, vision, and dedication.

08/01/2026

August is National Budgeting Month! All month we will be sharing resources on best budgeting practices, how to stay on track, and tips to achieve your financial goals. To schedule an appointment to discuss your budget, visit our website at www.upstatewealthconsulting.com

07/22/2026

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the difference. Let’s build a plan that works for your business and your people. Contact us today. For more information on what today's employees are looking for in their benefits, visit https://bit.ly/4pvD8bU

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. For resources on how to get started, visit https://bit.ly/4hmYzda.