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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.

 

Here, There, And Everywhere

The Markets

Markets around the world appear to be benefitting from global economic recovery.

After pointing out the United States’ economy is the heart of the global financial system, Barron’s reported:

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May 2017

Articles

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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.