Financial Care That's Refreshingly Human.®
Personal, Independent Financial Advisors
No two financial paths look the same
The value of wealth is in the life we create and the relationships we sustain with it. We’re here to get to know you, and help you build the life and future you value.
With over 35 years of continuous practice, 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.
1994
company established
130
cOLLECTIVE YEARS OF FINANCIAL EXPERIENCE
2nd
generation family business
Pre- and Post-Retirement Planning
Early On Your Investing Journey
Supporting Business Owners
High Net Worth Investors
Not sure where you stand?
If you already have a portfolio or financial plan, we’ll walk through it with you—no pressure, no obligation.
You’ll walk away with:
- A clear understanding of what’s working
- Where you may be taking unnecessary risk
- Opportunities to improve your plan
Strategy
Good investing isn’t about chasing returns – it’s about managing risk intelligently.
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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.