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.
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.
"Thanks to Travis our finances have never been better or easier. We are now safe, secure and grateful!"
Nancy Wigley, Saint Agnes Medical Center