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We are a fee-only wealth management firm committed to providing high level planning and investment management for our clients.
Contact Information
Reach out. We would love to hear from you and see how we can help.
40047 Highway 41, Suite B, Oakhurst, CA 93644
559-312-0187
travis@yosemitewealth.com
Mon - Thu: 9:00 AM – 5:00 PM
Fri: 9:00 AM – 1:00 PM
Downloads
Check out our Forms ADV and Part 2.
Review Your Goals With Us
Consultations are free of charge.