About
What drives you, drives us!
Hockey isn’t just a game—it’s a way of life. The early morning practices, the travel, the sacrifices, and the triumphs all come with financial decisions that impact not just today, but your future. We know because we’ve lived it, too. From balancing hockey expenses with long-term savings to planning for life beyond the rink, our mission is to give you the financial confidence to focus on what matters most—your family, your business, and your love for the game.
What makes us different?
Unlike traditional financial advisors who focus solely on investments, we believe in a coaching-first approach. Our clients don’t just want someone to manage their money; they want a trusted partner to call when making big financial decisions—whether it's buying a new car, planning for an extra tournament, or deciding if early retirement is possible.
We’re not just here for the big moments—we’re here for the everyday ones, too. Our approach ensures you always have a financial game plan that adjusts as your life evolves.
Meet your financial advisor & coach for life’s biggest plays
I’m Brett, founder of Uptown Wealth Management, a financial advisor and coach for hockey families and the professional hockey community who want a game plan for their finances—one that works both today and in the long run.
With over two decades in financial services and a lifelong passion for hockey, I know firsthand the unique financial challenges that come with life at the rink.
Hockey isn’t just a sport—it’s a commitment, a lifestyle, and a community.
Whether you’re a parent balancing tournament travel with long-term savings, a coach navigating an unpredictable income, or a trainer building a thriving business, I’m here to help you create a financial strategy that supports your goals—on and off the ice.
My approach is built on flexibility, trust, and real-life solutions. I know your schedule is packed, and finances shouldn’t be another stressor. That’s why I make it easy for my clients to get the guidance they need, when they need it.
When I’m not helping families and professionals build their financial future, you’ll find me at the rink, on the golf course, or cheering on my two boys in their own hockey journeys.