Over 30 Years Of Financial Expertise

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.

Directions. To the left or to the right? How can I get to where I need to be? Like the hands of a compass, we help direct and guide you on your path to retirement, investments, tax planning, lifestyle changes, and so much more. We help you find your “true north” and get you to your ultimate goals sooner than you might have thought was possible.

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.

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 a Charted Market Technician(CMT), AIF, a member of the CMT association and is a Founder of Yorkshire Wealth Management.

Douglas Shultz, AIF®, CMT®

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 and has passed his Series 7 and working on his Series 65 exam. He is a stock broker and Investment Advisor Representative (IAR).

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

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.

Families Served

$Advisory Practice Assets

$Millions of Assets Managed

$Millions of Municipal Assets Managed

Years Combined Experience

Investment Philosophy

We believe sustainable wealth creation is the result of time, temperament, and talent. We methodically weave these crucial pillars into your Portfolio Management Process.

Get Started

Wealth Management Philosophy

Without a roadmap – you travel in the dark. Our Wealth Management Process begins with a complete financial plan development.

Get Started

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

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.

Designation Disclosure

Chartered Market Technician (CMT®)

The CMT® Program requires candidates to demonstrate proficiency in a broad range of topics in the field of Technical Analysis. The Program consists of three levels. CMT® Level 1 and CMT® Level 2 are multiple choice exams while CMT® Level 3 is in short answer form. The CMT® designation is granted by the Market Technicians Association (“MTA”).

The objectives of the CMT® Program are:

• To professionalize the field of Technical Analysis.

• To promote high ethical and professional standards.

• To guide candidates in mastering a professional body of knowledge.

In order to be granted the CMT® designation, all candidates must meet the following requirements:

• Successful completion of all 3 levels of the CMT® Exam.

• Obtained 'Member Status' in the MTA.

• Have been gainfully employed in a professional analytical or investment management capacity for a minimum period of 3 years and must be regularly engaged in this capacity at the time of successfully passing all 3 levels of the CMT® Exam.

The CMT® examinations test the critical knowledge and tasks needed to perform the duties as a technical analyst. The three-part examination consists of:

CMT® Level 1 (Definition). The Level 1 examination measures basic, entry-level competence and understanding of the candidate. The CMT® Level 1 candidate needs to have a working knowledge of the basic tools of the technical analyst.

CMT® Level 2 (Definition/Application). The CMT® Level 2 examination requires the candidate to demonstrate a greater depth of analysis and competency. The CMT® Level 2 candidate is expected to demonstrate proficiency in applying more advanced analytical techniques. Overall, the candidate is responsible for the theory and application of concepts and techniques.

CMT® Level 3 (Integration). The CMT® Level 3 examination tests the candidate on the development of logical and consistent research opinions, portfolio strategies and trading decisions based on a wide range of charts and technical data. The CMT® 3 candidate must pass the ethics portion of this exam or risk failure.