Our services

Working with a team that redefines wealth management

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Yu & Associate Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

 

 

Wealth management

Investment
Consulting

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis 

Advanced
Planning

  • Wealth enhancement, including cash flow management and tax minimization
  • Wealth transfer
  • Wealth protection
  • Charitable giving 

Ready for a second opinion on your financial future?

Take the first step by scheduling an Exploratory Call today. Let us assess your current situation, provide valuable insights, and help you determine if we’re the right partner to guide you towards achieving your financial goals. Whether you’re on track or need adjustments, our comprehensive review will give you the clarity and confidence to move forward. 

01

Exploratory Call

02

Discovery Meeting

03

Initial Findings Meeting

Book your second-opinion service today!