Our Approach

A Unique Approach to Manage Wealth

Yosemite Capital Management is a Registered Investment Advisory firm dedicated to meeting the financial and life planning needs of affluent clients. A fee-only firm registered with the Securities and Exchange Commission, we were established in 2001 with the goal of offering investment management and financial planning to help our clients protect their wealth and plan for their retirement. We believe our approach to wealth management is unique. We integrate our clients’ investment management needs with their transition to retirement and advanced planning needs that focus on the enhancement, protection and transfer of their wealth. When helping clients plan for retirement, we provide an individualized approach that considers their dreams and goals, along with analyzing the cash flow needed to meet those dreams and goals throughout their lifetime.

Our clients include affluent individuals, families, women experiencing a transition, business owners, corporate executives and professionals. Although they may appear diverse, our clients commonly face complex financial situations and are seeking comprehensive guidance from a team of skilled professionals. Through a consultative process, we provide personalized, integrated solutions that seek to take the guesswork out of life planning and help give peace of mind.