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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.

03

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.

Phil Bell

Founder

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.

Ingrid Wurth

Administrative Assistant

Douglas Shultz currently serves as the City Treasurer for Escondido, CA in San Diego County. He is an Accredited Investment Fiduciary (AIF), Investment Advisor Representative (IAR) and is a Founder of Yorkshire Wealth Management.

Douglas Shultz

Founder

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

Clark Richard

Partner, VGA

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.

Sean Bell

Advisor

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.

Michael Young

Partner, IAN

Fiduciary Advisors

What Is a Fiduciary?

fiduciary

[ fi-doo-shee-er-ee, –dyoo– ]

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

 

Office Hours

Mon-Fri: 9am - 4pm
Sat-Sun: Closed

Follow Us

Check the background of your financial professional on FINRA's BrokerCheck

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Yorkshire Wealth Management and IAN are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (the Advisors firm) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Integrated Advisors Network.