Choose a financial planner

who shares your vision.

With us, you’re more than a number, you’re our neighbor.

That’s why YTS Wealth Management plans your financial future with the honesty, integrity and reliability you’d expect from a trusted friend.

  • Where our competitors draw the line, we continue to serve.
    When a client asks about withdrawing money from their portfolio, many financial planners would refer them to an accountant. But with our available staff of tax accountants, we can make the process seamless and walk you through the process.
  • When we say we make wealth management personal, we mean it.
    We always return your phone call. And for questions that require a complex answer, we’ve been known to make home visits so we can provide one-on-one advice.
  • We have more than 42 years of combined experience serving our region.
    Our clients almost always become lifelong friends. You can feel comfortable calling us before making any type of financial decision, whether seemingly small or a major financial commitment.
  • We always put your best interest first.
    We only offer products that help optimize our clients’ bottom line – not our own. That’s because our main goal is to help you meet yours.