A complete list of active advisors currently associated with YGC Wealth

Warmer can help you find a great advisor at YGC Wealth or one who fits your needs even better.

YGC Wealth provides financial planning and discretionary investment management to individual clients (including those with complex wealth needs), small businesses and sole proprietors, and senior executives. The firm’s service menu includes comprehensive and limited financial planning, strategic business financial planning, executive consulting for clients with complex compensation arrangements, and discretionary portfolio management that is offered only alongside a planning engagement. The firm emphasizes long-term, passive investing and diversified asset allocation, building client-specific Investment Policy Statements and deploying mutual funds, exchange-traded funds, stocks, and bonds. It uses asset-based advisory arrangements common among independents, while also bundling investment management with planning for smaller investable accounts. Distinctive aspects include an expanded focus on Executive Consulting tailored to senior executives and a practice structure that requires a financial planning engagement before discretionary management is accepted. The principal also conducts separate consulting and content-creation activities outside the advisory practice, and the firm has recently updated its custody and transfer practices to permit third-party transfers via standing letters of authorization.

To learn more about the advisors currently working at YGC Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.