Overview

Get Started with
Yorkshire Wealth Management

Your Path to Financial Confidence Starts Here

We’re here to simplify the journey toward a more secure financial future. Whether you’re preparing for retirement, growing your wealth, or protecting what you’ve earned, our team is ready to guide you with clear, personalized advice.

Tailored Financial Strategies

Your plan is built around your life—your goals, your timeline, and your values

Public Safety Retirement Insight

We specialize in CalPERS, DROP programs, 457 plans, SDCERA, SDCERS, and other public sector systems. Our team understands the retirement challenges and opportunities unique to public safety professionals.

Crypto-Inclusive Planning

For clients interested in digital assets, we offer informed guidance to help you explore these opportunities responsibly—within the broader context of your overall financial plan.

Disclaimer: Digital assets such as cryptocurrency are speculative and may not be suitable for all investors.

Risk-Aware Investment Solutions

We aim to build portfolios that pursue growth while addressing market risk—keeping your comfort and long-term goals in focus.

Independent Fiduciary Service

 We are fiduciaries, legally bound to put your interests first. That means transparent advice with no hidden agendas.

How It Works

Step 1: Schedule a Free Consultation

Start with a no-cost, no-pressure conversation. We’ll talk about your goals, review your current situation, and discuss how we can help.

🔘 Schedule My Free Consultation
 Choose a convenient time using our online booking tool.

Step 2: In-Depth Financial Assessment

We take a comprehensive look at your financial picture—assets, income, risk tolerance, goals, and more—to identify opportunities and challenges.

Step 3: Build Your Personalized Strategy

Based on your needs and priorities, we’ll develop a custom financial plan that may include retirement planning, tax strategies, investment management, and more.

Step 4: Stay Supported Over Time

Your plan isn’t one-and-done. We provide regular reviews, updates, and check-ins to help ensure your strategy adapts as your life evolves.

Let’s Start the Conversation

We’re committed to helping you make informed financial decisions—with clarity, confidence, and support. Let’s create a plan that reflects your values, supports your lifestyle, and helps you pursue long-term success.

📞 Call us at (858) 798-5616
 📧 Email: douglas.shultz@ywmgmt.com
 🖱️ Or click below to schedule your free consultation online.

Schedule My Free Consultation Contact Us

Our Mission

Even in complexity, clarity is possible. We believe that legal and financial systems don’t have to be at odds—they can work together to protect the vulnerable, preserve assets, and deliver peace of mind.
Our goal is to bring transparency, structure, and support to a process that often feels intimidating or uncertain.

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

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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.
 
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.
To maintain their status as a CMT® charter-holder, an individual must be a member of the MTA in good standing and abide by the MTA Code of Ethics.