Financial Care That's Refreshingly Human.®
Independent Financial Advice,
Financial Care That's
The value of wealth is defined by the life we create with it and the relationships we sustain with it. At Yes Wealth, we believe in the power of relationships when navigating the complexities of wealth management. Our business was not built in a day, and we know our clients well – many of whom we have worked together with for years or decades, through many stages of life.
ABOUT
Independent Advice
Quality of advice matters.
With over 35 years of continuous experience, Yes Wealth Management brings together institutional-level critical thinking with a boutique, high-touch personal experience. You get access to sophisticated strategies, thoughtful planning, and a team that knows you—not just your portfolio.
This is financial advice the way it should be: transparent, personal, and aligned with you.
No proprietary products. No hidden agendas. No pressure.
STRATEGY
our services
We put your interests first — because we’re a Fiduciary, but more importantly, because it’s who we are.
Turn your life’s work into a lasting income stream. Build a plan designed to support your lifestyle, reduce uncertainty, and help your money last.
Build a strong foundation with sophisticated strategies that grow with you—not something you’ll outgrow.
Align your business success with your personal wealth. From growth to exit planning, we help ensure your business supports your long term goals
Protect what you've built - and what (and who) comes next. Coordinate investments, taxes, and estate strategy with thoughtful, high-touch guidance.
SERVICES
1994
company established
130
cOLLECTIVE YEARS OF FINANCIAL EXPERIENCE
99%
Net client retention
2nd
generation family business
Advice is only as good as the people behind it
Over 40 years ago, Bob started a business helping people. In 2012, after a long and distinguished career as one of the leading academics in the field of Finance, and a successful business owner himself, Tom joined his brother Bob and they formed Yes Wealth as we know it today.
We invite you to learn more about what makes our approach unique – personal, human and innovative. We’d love to talk with you.
Tom Schneeweis
Chief Investment Officer
A Growing Team
Meet The Team
Our blog
We’re always here for you with clear analysis and explanations. We’re on top of trends in the global marketplace, and it’s our job to use our knowledge and experience to help you. Check out our blog from time to time to stay up to date with relevant news and articles.
contact us
Contact us today to start your wealth management journey with a free consultation from one of our friendly and knowledgeable financial advisors.