Thank You!

We appreciate you taking the time to share your interests and financial goals with us. Here’s what happens next:

Personal Review
A fiduciary advisor will confidentially review your responses to ensure we clearly understand your needs, objectives, and risk tolerance.

Complimentary Discovery Call
Within 1–2 business days, we’ll contact you to schedule a no-obligation discovery call. During this conversation, we’ll discuss your situation in greater detail and explain how our fee-based, independent advice may align with your goals.

Clear, Written Proposal
After our call, you’ll receive a transparent proposal outlining recommended strategies, associated fees, and timelines—so you can make an informed decision at your own pace.

Your Privacy & Security
All information you provide is held in strict confidence and protected under our Privacy Policy. We do not share your data with third parties without your consent.

Disclosures & Important Information

No Guarantees: Providing your information or speaking with us does not guarantee future investment results. All investing involves risk, including the potential loss of principal.
General Information Only: This communication is for informational purposes and does not constitute personalized investment advice or an offer to buy or sell any securities.
Regulatory Status: Yorkshire Wealth Management LLC is an SEC-registered investment adviser. For more details, please refer to our Form ADV Part 2 available upon request.
Past Performance: Past performance is not indicative of future results.

If you have any questions in the meantime, please contact us at (858) 798-5616 or douglas.shultz@ywmgmt.com. We look forward to the opportunity to serve you with integrity, transparency, and true fiduciary care.

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.