Financial Care That's
Refreshingly Human®
WHAT
We are optimistic communicators with expert financial understanding, turning white-noise industry-jargon into real-human speak
WHY
We believe that everyone – without distinction – has a right to sensical financial advice that resonates with care.
HOW
We provide an inventive model of service that’s built on financial and personal well-being for people at all stages of life.
1994
company established
130
cOLLECTIVE YEARS OF FINANCIAL EXPERIENCE
2nd
generation family business
Pre- and Post-Retirement Planning
Relieve stress and muscle strain with relaxing and gentle massage.
Early on your Investing Journey
Build momentum with a strategy designed for your high-earning years.
Create a system that automates your savings and investing – so your wealth builds in the background
Supporting Business Owners
Align your business success with your personal financial goals.
Coordinate your company, retirement plan, and long-term wealth strategy into one cohesive plan.
High Net Worth Investors
Coordinate and protect complex wealth across generations.
Bring clarity and structure to your investments, estate plan, and long-term legacy.
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.
.
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.