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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.