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.


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.


Crypto Currency

We have extensive knowledge in the area of cryptocurrency and Bitcoin. Douglas has been in the cryptocurrency space for multiple years and is well-versed in this area.

Portfolio Allocation's

We are one of the few advisors that actively incorporate Bitcoin into our portfolio’s on a risk adjusted basis depending on the clients risk metrics, preference and other considerations.

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


Contact Us

(858) 798-5616
douglas.shultz @ ywmgmt.com

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.
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.