Yosemite Wealth

Yosemite Wealth provides investment management and financial planning to individuals (including high‑net‑worth clients), corporations, and charitable organizations, and also offers employee benefit plan services for employer‑sponsored retirement plans. The single‑advisor firm reports about $16.3 million in discretionary assets under management across roughly 70 clients and offers both project‑based and ongoing planning engagements.

The firm builds individualized investment policies using Modern Portfolio Theory and primarily implements passive strategies with index mutual funds and ETFs, while also recommending or overseeing third‑party managers when appropriate. Financial planning work includes electronic, RightCapital‑generated plans for project engagements and a subscription‑style ongoing planning service with periodic (quarterly) plan reviews and implementation support.

Compared with many peers, Yosemite Wealth serves charitable organization clients and provides pension consulting and ongoing plan services to employer plan sponsors—service areas that are relatively uncommon for independent firms of this scale. Operationally the firm does not aggregate trades for block execution, reports no soft‑dollar benefits, refers to outside managers whose fees are separate, relies on Altruist/Apex custodial relationships, and relies primarily on custodian statements rather than issuing separate written account reports.