Life Aligned Investing

We feel that creating an investment plan with your goals in mind is the best way to get you where you want to go in retirement.

Holistic Investing

While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life… not with the short-term ups and downs of markets.

Goal Based Investing

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our objective is to create a portfolio the gives you the highest likelihood of achieving your goals in life. This includes balancing risk as well as return.

Remember, retirement looks different to everyone and that is not overlooked while creating your investment plan.

3 step process you can expect to be guided on here at Yosemite Wealth in regards to building your investment portfolio:



Together, we will understand, clarify and define where you are in life and where you need your investments to take you.



Constructing a portfolio based on what gives you the greatest chance to achieve your financial goals while taking your personal factors into account.



We will keep you where you need to be with constant evaluation, rebalancing and education to keep you satisfied and confident in where you are with your investments.

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