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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.

We specialize in providing comprehensive planning, organization and monitoring for accredited investors, endowments, pensions and successful entrepreneurs.

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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.

 

If It’s Not One Thing, It May Be Another.

The Markets

Economic data released last week will factor into this week’s Federal Open Market Committee (FOMC) decision on whether to push interest rates higher in the United States. Some of the August data supports the idea economic growth was soft.

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September Interview with Susan Coleman

I recently had the distinct pleasure of sitting with one of the top 1% real estate agents in Marin county California, Susan Coleman (Homelight.com). Susan is an agent with Coldwell Banker and is a consummate professional in her field.

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Comprehensive Personalized Financial Analysis

We offer our clients a comprehensive array of services, all backed by the latest technology and tools

Three Pillars of Wealth Management

Our Three Pillars Of Wealth Management move beyond the conventional wisdom disseminated by our industry for far too long.

Wealth Impact Process

We are firm believers in having a clear process for creating an accurate, useful, and evolving wealth plan.

Schedule A Personal Assessment Appointment to determine if we’re a good mutual fit.

Latest From The Blog

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I Have a Question for ALL the Business Owners in America

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.

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Fee-Only Investment Advisory is Changing…

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:

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Summation of the Five Great Wealth Predators of the Affluent

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.

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