Yorkshire Wealth Services

Service Outlook

Wealth Building

Financial Planning

The financial plan is the driving document for our firm. This core document is such an important tenet of our firm and believe everyone must have this roadmap, that we waive the financial plan fee for our clients with assets under management.

Partnership

We partner with CPA’s and estate planning attorneys to make sure your financial security is watched over from the very beginning of our relationship. We also have an in-house notary service to ensure we can be a true “one-stop” shop for our clients.s.

Investment Management

Research and Risk Management

We not only utilize our own investment research in-house, but also leverage a team of analysts that provide research data and in-depth analytics for our portfolios.

Active Portfolio Management

We constantly look for opportunities for growth in our client portfolios. Unlike most advisor we are true active managers for our clients within our model strategies.

Public Safety Member Services

Retirement Plans

Municipal Fire and Police Departments, CalFire, California Highway Patrol, San Diego Fire and Rescue Department- each has its own retirement plan nuance and processes. These are decisions you will live with for the rest of your life. We understand each of these intimately and others as well.

Personal Strategies

As a Public Safety Member, you’ve spent your professional life following strict SOP’s, SOG’s and Standard Orders. Why should retirement be any different? We partner with you to maximize your retirement benefits so your retirement is just as successful as the career you’ve just departed.

Court Investment Services

Trusted Fiduciares

We are passionate about serving the legal community in a fiduciary capacity. We understand the difficulty and challenges in simply getting court accounts opened, and retitling investment accounts held at outside banks, brokerages, credit unions, transfer agents, and more.

The court process

We understand the challenges of servicing a court account and have a process for making it easy for you and your clients. Our attention to detail, knowledge of probate code, and high-quality customer service are unprecedented. We strive to simplify your situation while acting in your best interest to protect your assets.

Does your advisor use generic mutual funds or only make changes when you meet? Our approach gives our client true active management with the support of our sister company Vineyard Global Advisors. Combined with the oversight of Integrated Advisors Network, we offer our clients unparalleled wealth management strategies and portfolio management.

Here is how our strategies have done

 

Our Office

16935 W Bernardo Dr

Suite 170

San Diego, CA 92127

 

Office Hours

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

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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.