About Us

When it comes to making financial decisions, you’d like to turn to a trusted professional to give you easy to understand, objective advice.


You want someone to alleviate the stress and make you comfortable with the options you face. That’s exactly what we do at Upland Private Wealth. We simplify the challenges you face by providing clear, unbiased advice that is focused on the goals you’re looking to achieve. Upland Private Wealth is led by Brandy Reichert, a CERTIFIED FINANCIAL PLANNER™ with more than 12 years of experience as a financial advisor.


As an independent advisory firm, we are committed to giving you the opportunity to better manage your financial well-being by offering informative advice and custom solutions for your particular situation.

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We begin by spending the time to truly get to know you, learning about your interests and the goals for your family and business. We listen carefully to understand the personal values that drive your decision making and impact your approach to wealth.

As a small but nimble firm,

we create a boutique experience, defined by the personal attention we give you and the responsiveness of all our actions. As an independent firm, we are not tethered to a corporate agenda or constrained in delivering products from only one institution. In fact, our freedom gives us the opportunity to partner with a full array of service providers, including the leading names in the financial industry as well as highly specialized resource partners. They include BNY Mellon | Pershing for custody services and Sanctuary Wealth for operational and technology support.

Resource partners

It is our goal to help you feel empowered to make the financial decisions that will positively impact your financial future.


While “upland” refers to where our office is located – between a river and mountains, we chose the name for its metaphorical connotation. We see our team as connecting our clients with the resources (the river) they need to achieve the heights of their goals, represented by the mountains. As outdoor enthusiasts, we love drawing on nature for our name and its meaning.



Why did you choose to start your own firm?

Upland Private Wealth was created to provide our clients with a better overall experience through richer access to the financial solutions that may be right for their particular needs. As an independent advisory firm, we are not tethered to a corporate agenda or constrained in delivering products from only one institution. The investment or planning solutions we may recommend can be drawn from a full an array of resource providers. In fact, despite our size, we actually have a larger toolbox than a typical advisor at a large financial institution who’s restricted to offering only products from that bank or brokerage. Our freedom allows us to be a true fiduciary, meaning that we put our clients’ interests ahead of those of our firm.

* Upland Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.

How will the launch of your firm affect me directly? How will I benefit?

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an “open architecture” environment, which means that we can access best-in-class products and services, including banking and lending solutions, from a wide variety of resource partners.

Robust Planning Solutions: We use advanced planning software from eMoney, a new opportunity for many of our clients. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.

Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

What will change?

Your day-to-day experience with us will not change. However, an important decision underlying the launch of Upland Private Wealth is our selection of BNY Mellon | Pershing as our custodian. Serving more than seven million investor accounts worldwide, Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. Though our name and logo have changed, our commitment to you is amplified by our ability to act in your best interest without corporate policies that could compromise our actions. Your account holdings (with a few minor exceptions) and fees will remain unchanged. The transfer of your accounts to BNY Mellon | Pershing will not create a taxable event (again, with few, minor exceptions).

Why wasn’t I told sooner about your decision to launch a new firm?

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

Why did we choose to be part of the advisor network Sanctuary Wealth?

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we can deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to the clients of Upland Private Wealth.


How do I know my assets will be safe with the new custodian?

The safety and security of your assets is of critical importance to us. With that in mind, and after a rigorous due diligence process, we selected BNY Mellon | Pershing as our custodian based on their infrastructure, research, technology, and service capabilities. We are incredibly impressed with the measures they take to protect client assets, and we are reassured by their strength, size, and reputation in the industry. With over $47 trillion in assets under custody and/or administration. BNY Mellon is the largest custodian in the world by a significant margin. Pershing is an industry leader providing clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.


Will the way you manage money change in any way?

The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an “open architecture” environment, as described in Question 2.

Lending / Banking Products

What about our loans, or lines of credit?

Wherever your loans or lines of credit are now, keep them there. If you want a new loan, we can help source a new competitive rate. As an independent firm, we now have the freedom to pursue loans and lines of credit for our clients, identifying the best terms and rates for each situation.

Client Service

Will there be any changes to how you service my accounts?

Yes—and all for the better. Through Upland Private Wealth, we will be able to service your accounts with greater ease and flexibility. For example, when markets change or your needs evolve, it will be easier for us to monitor all your holdings and adjust your plans and investments.

Will my fees change with this transition?

No, the fees we charge as an investment advisor are the same as at our previous firm. Today our clients benefit from what Upland Private Wealth can now access: best-in-class products, services, and technologies that were not available in our previous environment. In fact, with our new custodian, BNY Mellon | Pershing, there will be no transfer fees, ATM fees (at any ATM), or account maintenance fees.

How long will it take my assets to transition from the old firm to your new firm?

Once you sign the account opening and transfer documents found in the Welcome Kit we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at Upland Private Wealth. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

How can I expect to view and access my assets once they transition to my new accounts?

You will be able to view your assets by utilizing the Client Login section of our new website www.uplandprivatewealth.com. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to. You can also install the BNY Mellon | Pershing app on your phone to view your assets, view activity in your accounts, and perform services such as depositing checks into your accounts.

Where are you located and how can I reach the team?

Our new office is located at:
615 South Beltline Highway East
Scottsbluff, NE 69361

Name Phone Email Address
Brandy Reichert 308-310-4050 [email protected]
Kristie Groskopf 308-310-4050 [email protected]

Next Steps

What are next steps if I would like to work with your new firm?

The total process will take approximately two weeks from the date you return our Welcome Kit transition paperwork to our team, and we will do everything we can to ensure the transition is a positive experience. It’s likely you will receive a call from our prior firm asking you to initiate a relationship with a randomly assigned advisor, who will claim to be able to serve you better. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.

What will I find in my welcome kit?

You will find all the necessary documents relevant to your transition, including information about our new firm, Upland Private Wealth, and the safety and security of our custodian, BNY Mellon | Pershing. Please contact us to arrange a meeting at your convenience, so we can review the materials together.

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Client Portal

Log Into BNY Mellon Pershing