Blending passion and strategy.

Personalized wealth strategies.

Learn more about our approach here.

Yu & Associates Wealth Management

Turning money into wealth

Yu & Associates Wealth Management is dedicated to assisting motivated families navigate the complexities of today’s volatile financial landscape. Our mission is to empower clients to live financially fulfilling lives on their own terms, turning money into wealth.

We use a comprehensive process to help our clients address each of their five key concerns:

  1. Making smart decisions about their money
  2. Mitigating their taxes
  3. Taking care of their heirs
  4. Making sure their assets are not unjustly taken
  5. Magnifying their charitable gifts.

We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.

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Our team

At Yu & Associates Wealth Management, our team is committed to providing exceptional financial guidance and support. Together, we bring a wealth of knowledge, experience, and a client-centric approach to help you navigate the complexities of wealth management.

Meet our dedicated team

Our services

Discover the comprehensive suite of services

Our holistic approach ensures all aspects of your financial well-being are expertly managed, including:

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Investment consulting

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Wealth enhancement

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Wealth transfer

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Wealth protection

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Charitable giving

Let us guide you toward achieving your financial goals with tailored strategies and expert insights.

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Our clients

We only take on a limited number of clients for whom we can have a significant impact. We collaborate with a select group of high-net-worth families, individuals, professionals, and institutions to help safeguard and grow their wealth.

Hear from our clients

Our approach

Personalized Wealth Strategies

We provide a world-class experience for our clients. Our commitment is to create lasting value through personalized wealth management strategies. By following a structured series of meetings, we take the time to deeply understand your unique financial goals and aspirations. This comprehensive approach allows us to deliver tailored solutions that evolve with your needs and help you stay on track for long-term success.

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Discovery meeting

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Initial Findings Meeting

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Mutual Commitment Meeting

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Implementation Meeting

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Regular Process Meetings

What makes us different