About
About Yorkshire
We are independent, fiduciary advisors. As an independent firm, we hold each of our client’s interests above our own – which allows us to operate on the same side of the table as our clients. As fiduciaries, we leverage our own industry expertise and experience to guide clients to their financial goals.
Public Safety Officers
Phil Bell is a retired Fire Captain and understands the day-to-day stresses that firefighters all wrestle with. Expert advice for: CalPERS, DROP programs, 457 plans, SDCERA and SDCERS retirement plans.
Wealth Building
Sometimes life seems like a puzzle. Wealth building shouldn’t be a part of that puzzle. Let us develop a financial plan for you that will be your roadmap around the hazards that could derail your financial future.
Investment Management
With our investment management tools, you can be as hand-on or hands-off as you wish. Our team uses the latest software and analytics to service each portfolio.
Stats
Yorkshire By The Numbers
Families Served
$Advisory Practice Assets
$Millions of Assets Managed
$Millions of Municipal Assets Managed
Years Combined Experience
01
What We Do
We offer:
1. Comprehensive Financial Lifestyle-Planning
2. Legacy, Estate, and Philanthropy Planning
3. Tax Mitigation Strategies
4. Risk Management and Asset Protection
5. Higher Education Financial Aid & Strategic Funding
6. Premiere Client Support
02
Our Approach
Sustainable wealth creation is the result of time, temperament, and talent that's methodically weaved into the Portfolio Management process. We deliver consistent, low-volatility returns by investing in companies that share valuation and profitability markers that produce resilient asset portfolios.
Our Mission
By providing a multidisciplinary approach to investing in today's turbulent markets, our mission is to guide every client-family to reach their investment and retirement goals - without putting your money and future at risk.
Phil Bell was a former Fire Captain for Vista, CA. He’s been advising families for decades as a Investment Advisor Representative (IAR), and is a Founder of Yorkshire Wealth Management.
Ingrid Wurth has over 10 years experience in administrative support in the financial services sector. She has degrees in biology and business administration and enjoys spending time with family and exploring the world.
Douglas Shultz currently serves as the City Treasurer for Escondido, CA in San Diego County. He is a Charted Market Technician(CMT), AIF, a member of the CMT association and is a Founder of Yorkshire Wealth Management.
As Co-Founder and CEO of Vineyard Global Advisors, Clark Richard leverages his 28 years of wealth management experience—and a proven track record of growing successful businesses
Sean Bell is a 2nd generation advisor with a degree in Business administration and is currently working on his Series 65 exam. Sean is the Vice President of Client relations and business development within Yorkshire Wealth management.
Drawing upon his 20 years of leadership experience in the financial services sector, Michael Young provides crucial operational leadership of the Corporate RIA — Integrated Advisors Network LLC.
Fiduciary Advisors
What Is a Fiduciary?
fiduciary
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other’s best interests.
Our Office
16935 W Bernardo Dr
Suite 170
San Diego, CA 92127
Contact Us
(858) 798-5616
douglas.shultz @ ywmgmt.com
Office Hours
Mon-Fri: 9am - 4pm
Sat-Sun: Closed