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Client Support

We have developed a team where relationships are valued above all else. We anticipate your needs, respond to your questions and have unmatched customer service. Before you realize you need something, we have provided it. When you have questions, they are answered promptly and thoroughly. When a form needs to be completed, when a financial decision needs to be made or when something unexpected happens to you, we are there. You are our most valued relationship and we’ll make you feel that way.

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Forward Thinking

If you are looking for a “set it and forget it” firm, that isn’t us. We are looking for opportunities for improving your wealth portfolio, on your behalf. When we find something that looks like it would fit in your overall wealth management scenario, we’ll present it to you for your consideration, but only after we’ve done our due diligence and mapped out hypothetical scenarios that could negatively impact your portfolio.

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Problem Solvers

In every life, problems will arise. Together with you, we’ll look for ways to mitigate the downside and accentuate the upside. We firmly believe that opportunities are waiting behind every negative event. We are eternal optimists and will doggedly search for the silver lining behind every rain cloud. We are not afraid to tell a client if we haven’t dealt with a particular situation before, but we will turn over every stone to find the answer that is right for our clients.

Our Story

We founded Yorkshire Wealth Management with one driving focus- You, the client. We won’t be restricted to using cookie-cutter models other advisors use. We want the freedom to build world-class portfolios, using all-stars from every sector of the market, utilizing the best ETF’s and funds that exist. As a wealth management firm, we strive for consistency in portfolio growth while maintaining a risk-averse posture. If you are looking for the same, come see us.

Douglas W. Shultz

Wealth Manager

Douglas Shultz has over 10 years of financial experience which started at Wells Fargo where he worked for almost 8 years. Douglas obtained a Bachelor’s degree in Economics from Ashford University and has a Certificate in Financial Planning from Pepperdine University and is currently studying to take the CFP® examination. Douglas currently serves as the City Treasurer for Escondido, CA where he manages a 100 million dollar portfolio.

Douglas is an active member of Rotary and the Boy Scouts of America as a scout leader. He also served as a board member for the Escondido Education Foundation for 2 years. In his spare time Douglas enjoys surfing, movies and spending time with his family.

Phil Bell

Wealth Manager

My first career was in the fire service. I rose to a management position and then was injured on the job and then retired. In reviewing my options, I asked myself what special skills I had to offer others in a work environment. Personal financial planning seemed like a great fit, so I became registered as an Investment Advisory Representative and began my new career giving general investment advice and planning and have been in the business for over 20 years.

I currently live in Valley Center on 2 1/2 acres which tends to keep me pretty busy. During my free time, I love to go to movies with my wife, read one of my favorite magazines and enjoy the peace and quiet of the country.

Jessica Livingston

Executive Assistant and Office Manager

Jessica has a dynamic background in customer service and administration, bringing over 7 years of experience from various industries including small business and running her own non profit organization. Her previous experience is a perfect fit for Yorkshire Wealth Management as she understands how to offer the high quality of service you come to expect from a smaller, more personal business, while still being able to act with a sense of urgency to meet your needs in a professional manner.
In her free time Jessica enjoys photography, watching movies, going to the beach, and spending time with her family.

Sean Bell

Executive Assistant

Before being in the financial industry Sean worked at some of the mostprestigious golf clubs including PGA West, Bighorn, and Eldorado Country Club. Sean learned at the feet of industry leaders about finance and what made them successful. Sean successfully passed his Series 7 in additon to being a Certified College Financial Specialist.

In addition to golf, Sean is a huge auto enthusiast. Sean loves going to car shows and being involved with others in the sports car and racing culture. Sean and hiswife Cassandra and moved back to Escondido in May 2016 after 4 years in Palm Desert.

Phone: (858) 798-5616

Fax: (858) 939-1844

16935 W. Bernardo Dr.

Suite 170

San Diego, CA 92127

Fiduciary Responsibility

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.