Upstate Wealth is Growing to Serve You Better.

At Upstate Wealth Consulting, we believe in constant improvement and growth to serve our clients better. We are excited to announce two significant updates:
a new office location and the expansion of our professional team.

Welcome to Upstate Wealth’s new office location:

To better accommodate our growing team and enhance the services we provide, we have relocated our office to a new, more convenient location. Our new address is:

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

Rest assured, our contact numbers and email addresses remain unchanged, ensuring seamless communication. We look forward to welcoming you to our new office and continuing to provide the exceptional financial guidance you trust.

Meet our expanded team

We are delighted to introduce the newest members of the Upstate Wealth Consulting team: 
Mark P. Hodge and Dan Poupore.

With their diverse expertise and dedication to client success, Mark and Dan are valuable additions to our team, enhancing our ability to offer comprehensive financial solutions tailored to your needs.

Expertise Areas:

  • Insurance Strategies

  • Investment Strategies

  • Business Owners

  • LGBTQ Financial Planning

  • Special Care Planning

  • Retirement Income Planning

  • College Funding Strategies

  • Charitable Giving

  • Business Succession Planning

  • Estate Planning

Their extensive backgrounds in these areas enable us to provide holistic financial guidance, addressing the complex and evolving needs of our clients. Whether you are planning for retirement, funding a child’s education, or structuring your estate, Mark and Dan are here to help.

Mark P. Hodge, LUTCF

Financial Advisor

Favorite Restaurant: Turning Stone Steak House

Favorite Movie: True Grit (the original)

Personal Motto: Stay away from negatives!

In the financial services industry since March 1973, Marks's business has specialized in retirement and estate planning as well as survivor planning for families. Mark is married with two children, 4 grandchildren and two dogs. Mark’s hobbies include boating, fishing, camping and hunting. Mark spends his winters in Florida and works from his office there.

Dan Poupore

Financial Services Professional

Favorite Food: Baked Ham

Favorite Movie: Original Star Trek.

Favorite Book: The Call of the Wild

Favorite Motto: Never leave a good time to go find a good time!

Dan began his financial service career in 1980, spending the majority of time in management.  What keeps him going in the financial service business is knowing he helps families make good sound decisions when it comes to their insurance and investment needs.

He has lived in Hamilton New York for 54 years where he met the love of his life, Bonnie.  They have been married 46 years, WOW!  They have two great children and 5 fantastic grandchildren that fill their time.  Dan’s hobbies include hunting, playing golf and following his grandkids in all their sports.

Committed to Your Financial Success

Our commitment to delivering exceptional service and personalized financial solutions remains stronger than ever. The addition of Mark and Dan to our team strengthens our ability to help you achieve your financial aspirations.

We value your trust and partnership and look forward to serving you from our new location with our expanded team. If you have any questions or wish to schedule a consultation, please do not hesitate to reach out.

Thank you for being a valued client of Upstate Wealth Consulting.

Warm regards,
The Upstate Wealth Consulting Team