Yosemite Capital Management
Dedicated to your Financial Success
At Yosemite Capital Management (“YCM”), we believe in putting you first. As a fiduciary, our clients' best interests are at the heart of everything we do. We are committed to providing transparent, personalized financial strategies that empower you to achieve your goals with confidence.
Why Choose Yosemite Capital Management?
Integrity and relationships form the foundation of our practice. With a successful track record and over 150 years of combined experience, our team has helped countless individuals and families navigate complex financial landscapes. We are here to be your trusted partner, delivering results that align with your values and aspirations.
Our Focus: Personalized Wealth Management
Who We Serve
We understand that every client is unique. That’s why we specialize in tailored strategies designed to meet the specific needs of the following groups:
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Business Owners
Protect your hard-earned success. From risk mitigation and asset protection to optimizing cash flow and tax strategies, we help business owners secure their financial future while navigating the complexities of ownership. With specialized strategies like the Private Retirement Trust (PRT) , we enable business owners to exempt critical assets from litigation, ensuring peace of mind and financial security as they continue to grow and thrive.
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Families Preserving Wealth for Future Generations
Build a legacy that lasts. We work with families to create comprehensive wealth preservation plans, ensuring that your assets are not only protected but also positioned to benefit generations to come.
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Retirees
Maximize your retirement years with confidence. Our team focuses on strategies that help retirees enjoy financial freedom, with an emphasis on maximizing cash flow, income generation, tax efficiency, and long-term care planning.
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Next Generation
Prepare for a bright future. We help young professionals and next-gen heirs build their wealth, create financial independence, and develop smart habits for a lifetime of success.
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Women Building Wealth
Empowering women to take charge of their financial future. Whether you're a professional, a business owner, or managing family wealth, we design strategies tailored to your goals and priorities.
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Inheritance Recipients
Handle your newfound wealth with confidence. We guide you through the complexities of managing an inheritance, ensuring your financial decisions align with your values and goals.
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Executive and Corporate Leaders
Simplify the complexities of executive compensation and benefits. We offer specialized guidance on stock options, deferred compensation plans, and wealth-building strategies designed for high-achieving professionals.
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Women Building Wealth
Women face unique challenges and opportunities when it comes to building and managing wealth. Whether you’re a professional, entrepreneur, or navigating a major life transition, we offer customized strategies to help you achieve your financial aspirations. Our goal is to empower you with the knowledge and confidence to take control of your financial future.
Our team is passionate about helping you succeed.
We bring deep expertise and a collaborative approach to every client relationship, ensuring your unique needs are met with precision and care. We pride ourselves on building long-term connections that extend beyond financial success to genuine partnership and trust.