Our Mission

Financial Freedom

Goal

Financial Freedom

Download PDFs of Our ADV & Part 2 Forms

At Yosemite Wealth, our number one goal is to get to know you and understand exactly what your objectives and dreams are. From Investment Management to Financial Planning, we will design and implement strategies to help give you financial confidence, knowing that you have an advisor who has your best interests at heart. We take pride in the fact that we work with multiple family generations, each having their own unique goals but sharing the same values and traditions.

Intention

Mindful Wealth Management

One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.

Prioritization

Defining Your Financial Goals

We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.

Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help get you there.

Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.

Diligence

Already have a financial plan? Need a second opinion?

Are your finances successfully aligned with your life goals and objectives?

Schedule a meeting with us for a second opinion on your investment strategy on our Contact page.

There’s no obligation and the valuable information we’ll provide during your meeting is yours to keep.

Our Mission

Financial Freedom

Goal