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Welcome to Yerba Buena Financial Partners
We are a private wealth management firm providing truly independent concierge service with a clearly defined dynamic process that strives to grow and protect wealth.
We guide and empower our select clientele enabling them to make an even greater impact on the people and the causes they care about deeply. We do this through our proprietary Wealth Impact Process. This process is a disciplined discovery approach to get to know you, ensure we’re a good fit, and create a customized plan to help you make your impact.
This includes a multi-faceted strategy that works towards helping our clients accumulate, preserve and distribute wealth and/or successfully transition their business.
An important element of our Wealth Impact Process is the Grow & Protect Strategy which is aimed at mitigating the roller coaster ride that comes when the economy experiences substantial corrections and bear markets. As the name implies, Grow & Protect places as much weight on protecting wealth as it does on growing wealth. Here we deploy a disciplined process which combines robust thorough fundamental research with the latest quantitative tools to implement a strict sell and re-entry discipline.
Schedule A Personal Assessment Appointment to determine if we’re a good mutual fit.
Latest From Frankely Speaking
I Have a Question for ALL the Business Owners in America…
Question: When is “Tax Season”?
Answer: Every Season
No, I’m not trying to be a wise guy – although I’ve been accused of that many times before. What I am trying to do is help you avoid surprises, or even worse, the oops, it’s too late to do anything about it surprise.
And It’s Good News for Investors
In past articles and blog posts I have written about the different business models or fee structures that financial advisors use when working with clients. You can find these archived articles here.
I’m not going to get into the details, including advantages and disadvantages of each, but generally speaking, we are talking about three primary methods:Read More
Summation of the Five Great Wealth Predators of the Affluent
As part of the research for his book Cultivating the Middle-Class Millionaire©2005, Russ Alan Prince; Wealth Management Press, Prince & Associates conducted some research to find out what was in the minds of people with moderate wealth.Read More