Our approach to wealth management isn’t what you’ll find at other financial advisory firms. What makes us different from others in our industry?
We mitigate market volatility by taking a hands-on approach to managing your investments. Experience has taught us that the old investment strategy of “buy, hold, and hope,” which was developed in the 1950s, doesn’t work in today’s global technologically driven bubble-burst economy. Instead, protecting your hard-earned assets requires active and dynamic portfolio management. We use our unique Three Pillars of Wealth Management approach to help manage risk while also building your wealth. Where you will find us deviating from Wall Street’s conventional wisdom most is in the first of our pillars, Grow & Protect. Grow & Protect is an active asset management process that involves deploying fundamental and technical analysis to execute a sell and re-entry discipline ideal for today’s “new normal” in our global economy. We believe this is an important change in investment philosophy ensuring your time would be well spent having an initial consultation to learn more.
We remove conflicts from the client-advisor relationship by offering unbiased, conflict-free wealth management. In order to give you the greatest comfort, we have removed conflicts of interest from our business. First, we do not sell proprietary products―we simply do not have proprietary products. We do not make recommendations or offer advice based on enhanced commissions or other incentives; we abstain from such schemes. Finally, because our services are fee-based, we can manage your investments in the most appropriate manner and use strategies that work for your situation, not the methods that earn us the greatest commission. To further demonstrate that we are on the same side of the table as our clients, we use the same process, instruments, and models to manage the retirement assets of the firm’s partners and their families as we do for our clients.
We bring superior value and trust with our unique partnership of local entrepreneurs. Your advisor won’t be an employee of a vast national conglomerate. As a client of Yerba Buena Financial Partners, you work with two knowledgeable, independent financial professionals who aren’t afraid to challenge conventional wisdom. Our unique, complementary set of skills and experience give us the flexibility to work together to analyze your situation and develop specialized strategies that address your needs. And with access to two financial professionals, you benefit exponentially from our skills and experience while still enjoying a personal relationship with your primary advisor. Finally, since we’re independent without affiliations to the banks, insurance companies, or mutual fund institutions, you can be confident we are focused on your needs, not implementing cookie-cutter “solutions” that don’t address your actual reality.
We provide holistic wealth management services with the flexibility to adapt to your changing needs and goals. Our wealth planning process will give you an understanding of the big picture and the options for developing a plan that will help you pursue your goals. We ask questions like:
- Are you comfortable with the level of balance in your affairs to play both offense and defense?
- How much do your assets need to grow annually in order to achieve your goals?
- What percentage of your assets do you want to insure from catastrophic losses?
- Is your financial plan aligned with your personal values?
Once we understand your needs and goals, we can develop a customized financial plan that assists you towards where you want to be.
No strategy assures success or protects against loss.
