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About Us

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

Our Company

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.

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

Bob received the Hill Legacy award in 2018 marking a life of service to the community.  Bob and Sarah are very active in many local boards – MAEF (Mahtomedi Area Education Foundation), Century College Board, and 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.