Company Overview
Brief Description:
At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security.
Our mission statement is to assist clients in creating and managing wealth ultimately striving for financial independence. Our team will assist you to accomplish your goals through education, communication, and exceptional service.
Yuma Investment Group Wealth Management is a financial services firm located in Yuma, Arizona and Securities and Advisory Services Offered through LPL Financial, Member FINRA/SIPC. I started the firm in September 2001. Today, we employ 5 wealth advisors, 1 CFP and a support staff of 4. The firm provides wealth planning services for individuals, corporations, trusts, and retirement accounts totaling 150 + million dollars.
Our Investment Philosophy:
Investment portfolios for your retirement funds are developed using an investment strategy known as asset allocation, which is simply the investment of your money among different asset classes. Asset classes on the most basic lever are described as stocks, bonds, and cash.
We develop model portfolios with different risk and return characteristics by using investments allocated in various sectors, such as large company growth, equity income, and international securities.
As a client of Yuma Investment Group Wealth Management, we will share with you our thoughts on investing. We will make recommendations for asset categories for short and long-term investing. We will also give recommendations on what sectors to over-and under-weight due to market conditions.
Modern Portfolio Theory...
Your golas, attitude toward risk, and your age are very important when creating a sensible mix of investments. We will identify a portfolio that matches your unique situation and will continue to monitor your investments to meet your needs.
We will work hard to be your trusted wealth advisor when you are faced with those critical financial decisions.
Our team works diligently with our clients to crystallize their financial goals. We then develop a comprehensive plan to achieve these goals. The third critical step is to monitor the plan on a year-to-year basis to make mid-curse corrections, where necessary, to ensure all financial goals are achieved. Because of this planning driven approach, we emphasize long-term relationships which are the cornerstone of our business practice.
Thank you very much for your interest in Yuma Investment Group Wealth Management. Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client. Fell free to contact our office at (928) 329-1700 with any questions you might have. We look forward to hearing from you.
At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security.
Our mission statement is to assist clients in creating and managing wealth ultimately striving for financial independence. Our team will assist you to accomplish your goals through education, communication, and exceptional service.
Yuma Investment Group Wealth Management is a financial services firm located in Yuma, Arizona and Securities and Advisory Services Offered through LPL Financial, Member FINRA/SIPC. I started the firm in September 2001. Today, we employ 5 wealth advisors, 1 CFP and a support staff of 4. The firm provides wealth planning services for individuals, corporations, trusts, and retirement accounts totaling 150 + million dollars.
Our Investment Philosophy:
Investment portfolios for your retirement funds are developed using an investment strategy known as asset allocation, which is simply the investment of your money among different asset classes. Asset classes on the most basic lever are described as stocks, bonds, and cash.
We develop model portfolios with different risk and return characteristics by using investments allocated in various sectors, such as large company growth, equity income, and international securities.
As a client of Yuma Investment Group Wealth Management, we will share with you our thoughts on investing. We will make recommendations for asset categories for short and long-term investing. We will also give recommendations on what sectors to over-and under-weight due to market conditions.
Modern Portfolio Theory...
Your golas, attitude toward risk, and your age are very important when creating a sensible mix of investments. We will identify a portfolio that matches your unique situation and will continue to monitor your investments to meet your needs.
We will work hard to be your trusted wealth advisor when you are faced with those critical financial decisions.
Our team works diligently with our clients to crystallize their financial goals. We then develop a comprehensive plan to achieve these goals. The third critical step is to monitor the plan on a year-to-year basis to make mid-curse corrections, where necessary, to ensure all financial goals are achieved. Because of this planning driven approach, we emphasize long-term relationships which are the cornerstone of our business practice.
Thank you very much for your interest in Yuma Investment Group Wealth Management. Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client. Fell free to contact our office at (928) 329-1700 with any questions you might have. We look forward to hearing from you.
Products and Services: