How We Serve

How We Work To Meet Your Needs

Yosemite Capital Management prides itself on working hard to meet your unique planning needs through the integration of our comprehensive wealth management process and needs-based investment management. This allows us to offer the best of both worlds: in-depth holistic advice paired with customized portfolio solutions tailored to your unique circumstances. We offer three main areas of focus—wealth management, retirement planning and investment management—that help to create the framework you need to make wise decisions about your money. You will work with a team of professionals whose certifications include the Certified Financial Planner™ and Chartered Financial Analyst® designations.