Financial Planning

YHB Wealth offers a broad range of personalized financial planning and consulting services to help you take control of your financial future. We start with a comprehensive evaluation of your current and future financial state so you can be confident you will meet your financial goals and objectives. At the conclusion of our evaluation you will receive a written report providing a detailed financial plan. Because we look at your whole financial situation the report may include non-securities advice on topics like tax and budgetary planning, estate planning and business planning.

Wealth Management

Continuous advice regarding the investment of your funds is based on your individual needs and our expertise. Through our tailored on-boarding process, we come to understand your objectives, goals and particular circumstances.

We work with you to develop a personal investment policy statement and financial plan to produce a portfolio allocation that meets your goals. Whether your investments are with us or someone else, we help you to invest confidently.

Transition & Succession Planning

When you’re caught up in the daily chores of running a business, it can be difficult to take steps to move your business forward when preparing to transition leadership. But without a vision for your business and a plan for realizing it, you can miss out on opportunities to transfer ownership successfully.

At YHB, we sit down as an objective and knowledgeable advisor who can assist you in clarifying goals and developing strategies to meet them. Transitioning your business is one of the most important decisions you will ever make, let your experts at YHB help.

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