Yerba Buena Financial Partners specializes in serving individuals, businesses, and institutions seeking an active, long-term partnership with a boutique wealth management firm that will help them grow, protect, and distribute their wealth.
Our clients have complex financial lives, and a privately owned, specialty wealth management firm like Yerba Buena Financial Partners is in the best position to meet their needs. Our team provides these discerning clients guidance regarding investments, risk management, annuities, tax planning, business planning, estate and charitable planning, and other financial issues.
In addition to our personal wealth management services for individuals, we have special expertise in serving the following groups:
We also consult with CPAs and attorneys to help them round out their wealth management service offerings to their clients.
Our Wealth Management Solution
