Private Wealth Management

Yosemite Wealth, securing one legacy at a time

Book a Free Consultation

Find the Best Option for You

How We Can Help

What does retirement look like in your mind? At Yosemite Wealth we believe that the only American dream that matters is the one that you envision. Let’s start working to get you there.

Investment Management

As a fiduciary, our investment recommendations strive to be in your best interest.

RoadMap & Planning

You have an idea where you’d like to go, let’s create a financial map to get you there.

Need a Second Look?

Have assets or a plan already? That’s great! If you could benefit from a second set of eyes on it, let us know.

"Someone is sitting in the shade of a tree today because someone planted a tree a long time ago."
-Warren Buffet

Get in Touch