The Circle of Life

 The Circle of Life    

By: Bob Schneeweis & Tom Schneeweis

 YES Wealth Management is a financial advisor firm which helps individuals and institutions to determine what financial path to take, to make sure one remains on that path and if necessary to make corrections to it. But the firm is more than that. YES Wealth Management has a history that is directly linked to the community it serves.  The co-founders (Bob and Tom Schneeweis) are the sons of Mary Lou and Jack Schneeweis who lived in Mahtomedi since their Marriage in 1941 and served the community throughout their lives in government, schools and Scouting. Their belief in “if not you then who?’ in serving Mahtomedi was essential to their lives and that commitment eventually found it’s way to Bob and Tom.

As brothers they both obviously started from the same place (Mahtomedi, Mn.) but took seemingly widely different paths after college.  Bob started his own wealth management firm almost thirty years ago in Mahtomedi and over the years grew not only his firm but a family as well while continuing to serve his community as illustrated by his receipt of the J. Stanley and Doris Hill Legacy Award which honors those who embraced a strong sense of service to others while making a significant difference along the way.  His brother, Tom, took a different path, receiving his Ph. D in Finance from the University of Iowa and selected as endowed research chair at the University of Massachusetts.  During that tenure he also spent his time developing non-profit educational centers, a national journal, educational programs for women and minorities and global investment management firms. All designed to forward education.

Despite their common path as youths, and different paths after, they joined again in 2012. Tom retired from the Academic life and moved his firm’s office (Quantitative Investment Technologies) to the White Bear Area. They found a common set of concerns in understanding that many larger financial firms did not necessarily have each investor’s concerns solely in their sights. Together they reconnected their paths to create something unique (YES Wealth Management) combining Bob’s understanding of the needs of individuals with Tom’s understanding of how modern investment products and services fit into those needs. 

So, when you drive by the old Triangle Park (now Veterans Park) in Mahtomedi and see the offices of YES Wealth Management you now know you are near an Investment Advisory firm which focuses on community but incorporates modern solutions to modern financial problems.  It is not trapped on a staid investment path which focuses primarily on individual stocks, bonds and mutual funds but instead a modern world of investment finance which includes ETFs, modern investments including risk managed products, and global assets. It is Tom and Bob’s attempt to bring the best of their understanding of the investor’s needs with modern investment answers and this was all accomplished in a place close to where it all started. Just to remind themselves, a picture of Mary Lou and Jack on their wedding day is just inside the door. This helps all to remember that the start of YES Wealth was really with them and that the goal of YES Wealth remains to help investors on an Intelligent Path® with Financial care that is Refreshingly Human®.

Please contact us if you’d like to discuss a plan for you:

Yes Wealth Management:


Financial Care That’s Refreshingly Human. ®

Financial Care That’s Refreshingly Human. ®

By: Robert Schneeweis, Chief Executive Officer

Recently I was speaking with a young local woman who I’ve known for some time, and she asked me, “What exactly do you do at Yes Wealth?”.  While we have recently changed our name to Yes Wealth Management and moved to our own building in Mahtomedi, we’ve been successfully providing investment and financial advice for over 30 years.  Today people can feel surrounded by the white noise of advertising and marketing from mega companies who have unlimited budgets and by small companies trying to make their mark on TV, internet pop-ups etc.  On the other hand, we have served our clients since 1990, growing through word of mouth without TV, or filling up your mailboxes or email addresses. With so many pitches today focused on getting people’s attention, to call or log-in for some special need through so many different communications, it’s understandable that investors do not have a lot of trust that there is someone out there to help them with their questions.  That is why we work so hard to provide “Financial Care that’s Refreshingly Human®”.  That means turning industry white noise and terms like “Digital Currency”, “Indexed Returns” “ESG (Environmental and Social Governance Investing)” and “Robo Advising” into real human terms that clients can understand and help them distinguish how it may fit for them.  We help our clients get answers to their important financial questions.  How will inflation affect me?  How do I reach my family’s goals or help future generations?  How will tax changes affect me? We help you get to clarity on your financial future and provide you with solutions that relate to today’s changing world.

Our founders and management are recognized nationally, internationally and locally for their backgrounds and expertise.  We use our knowledge and insights to help you develop plans to accomplish your goals.  While we continue to create new ideas in ESG investing and managing investment risk, our continued focus is to bring modern, institutional investment ideas to all individuals at every stage of life. Know that we are here for you in both good and challenging times, to give you our perspective, to discuss your options, or simply to talk things through.

Please contact us if you’d like to discuss a plan for you:

Yes Wealth Management:


Meet Our New Neighbor!

The Roelofs Insurance Agency is an independent insurance agency with over 22 years of experience.  We specialize in Auto, Home and Business insurance.


I believe our Mission Statement sums up what we do perfectly: “ Providing and servicing insurance products for you, your family, and your business; that I would want for myself, my family and my business.


When not in the office Brian and his wife Tina are busy keeping up with their two sons Hank and Willie.  Who both are very active in the Mahtomedi Basketball and Lacrosse programs.


We are very excited to now be sharing this beautiful office space with Yes Wealth Management.  We feel it is the perfect long term fit in downtown Mahtomedi.


We look forward to continuing to help support our community together with them.  – Brian Roelofs

Why Yes Wealth?

Why Yes Wealth:  An Intelligent Path Through a Forest of Often Confusing Investment Choices.

By: Tom Schneeweis, Chief Investment Officer

Many of us are on a constant search for answers to basic questions of how to achieve individual and professional success (whatever that is defined to be). The importance of determining one’s goals or life targets is illustrated in the classic “Alice in Wonderland” where it is pointed out to Alice that; “If you don’t know where you are going it does not matter what path you take”.   This is especially true if one is considering one’s investment path or future financial goals. Moreover, if one is not personally familiar with the investment settings, it may make sense to have someone help to determine what path to take, to make sure you remain on your current path or if necessary to move one away from one’s current path.

Why YES Wealth Management? We do not have the time in this short blog to detail all the reasons why YES Wealth Management may be your best companion, but if you wish to consider YES Wealth as your guide, please visit us at  We believe that we could have even helped Alice, as we helped many others over the past thirty years, to get through today’s financial forest. Simply put, we are familiar with the new investment landscape and the path you may wish to take or may have to take to get through it.

Fortunately, YES Wealth Management offers a unique set of skills to help you in your quest:

Over Thirty Years of Investment Experience over a wide range of traditional and alternative investments – Offers Truly Independent Direction (Free from Large RIA FirmsPre-packaged Products or Advice)

 Globally Known for Expertise in Investment Risk Management

 Provider of Range of Modern Wealth Management Services

Contact us today to start your wealth management journey with a free consultation from one of our friendly and knowledgeable financial advisors.

Listen To Every Story

Listen To Every Story.

Very proud of one of our own. Always committed to making a difference…

The OU piano area would like to present “Pieces of Healing” beginning today, June 15. Performances will be posted every Monday and Thursday featuring students and faculty performing original compositions as well favorite classics. In times of panic and isolation, this project brings hope and togetherness with the goal of helping our community to move forward. The first piece is “Listen to Every Story” written and performed by Bob Schneeweis.