About Us
Values
We believe in cost efficiency in our investments, transparency in our reporting, honesty in our communication, and liquidity for our investors. We also believe in ethical, consistent, and risk-managed investments in our customized portfolios.
Many people want to support their principles through their assets and investments—we believe wealth is measured in more than numbers. We identify investments that support our investor’s needs and principles.
To meet the long-term goals of our investors, we primarily focus on risk management to drive returns. Every client we serve both large and small, will have access to the same innovative and multi-asset class solutions..
Humanity
We believe in the value of a personal relationship
Invention
We design wholly individual portfolios
Clarity
We make financial advice something you can understand
Truth
We value honesty above everything
Our Company
Over 35 years ago, two brothers named Bob and Tom started this firm. Since then, we’ve gained valuable investment experience and have become globally recognized for our expertise in risk management and investments.
Today, we provide truly independent financial advice, free from large firms’ pre-packaged products or corporate messaging – experienced in both traditional and alternative investment. Noted provider of range of Modern Wealth Management Services.
Over 30 years ago, two brothers named Bob and Tom started this firm. Since then, we’ve gained valuable investment experience and have become globally recognized for our expertise in risk management and investments.
Today, we provide truly independent financial advice, free from large firms’ pre-packaged products or corporate messaging – experienced in both traditional and alternative investment. Noted provider of range of Modern Wealth Management Services.
Values
Many people want to support their principles through their assets and investments—we believe wealth is measured in more than numbers. We identify investments that support our investor’s needs and principles by offering Gender Equality, Women in Leadership, and ESG Investments that ensure investor money aligns with their ethical and social values.
We believe in cost efficiency in our investments, transparency in our reporting, honesty in our communication, and liquidity for our investors. We also believe in ethical, consistent, and risk-managed investments in our customized portfolios.
To meet the long-term goals of our investors, we primarily focus on risk management to drive returns. Every client we serve both large and small, will have access to the same innovative and multi-asset class solutions.
Humanity
We believe in the value of a personal relationship
Invention
We design wholly individual portfolios
Clarity
We make financial advice something you can understand
Truth
We value honesty above everything
We can align your own values & beliefs with your investments
Active in the Community
In 2018, Bob received the Hill Legacy award in recognition of his longstanding dedication to community service. Bob and Sarah have consistently maintained a variety of active roles in local boards and councils over the years. Current and former roles include memberships on the Century College Board, St. Jude of the Lake Finance Council, MAEF (Mahtomedi Area Education Foundation), YMCA, and the Greater White Bear Lake Foundation.
Owner Invested
YES Wealth fundamentally believes in the importance of an independent firm and a fee based approach to asset management. This permits our firm to provide the highest level of objectivity and personal responsibility.
Independence
YES Wealth knows that diverse investor problems require diverse investor solutions. As an Independent firm we avoid the pressure of being encouraged to provide a single set of investment firm products or ‘the product’ of the month. We are thus able to offer an impartial counsel that meets your needs and not the needs of a larger organization.