Yorkshire Wealth Management

Yorkshire Wealth Management is a wealth management firm in Poway, CA. The firm serves as an independent fiduciary advisor, providing specialized expertise in wealth building, investment management, and retirement planning. They offer dedicated services for public safety officers, including guidance on CalPERS, DROP, 457, SDCERA, and SDCERS retirement plans. The firm maintains a 4.90 rating from clients.

The firm operates with a multidisciplinary approach to help families reach investment and retirement goals through comprehensive financial lifestyle planning, legacy and estate planning, tax mitigation strategies, and risk management. As independent fiduciaries, the team utilizes in-house research and advanced analytics to manage portfolios with a focus on consistent, low-volatility returns. Their services include active portfolio management, higher education financial aid strategy, and specialized knowledge in cryptocurrency and Bitcoin integration. To provide a comprehensive experience, the firm partners with CPAs and estate planning attorneys and offers an in-house notary service. The team is led by founder Phil Bell, a former Fire Captain with decades of experience as an Investment Advisor Representative, and includes Ingrid Wurth, who brings over ten years of experience in financial services administrative support.

Yorkshire Wealth Management is located on W Bernardo Dr.

The firm is recognized for its commitment to acting in the best interests of its clients through its fiduciary duty and its ability to build customized, world-class portfolios rather than relying on cookie-cutter models. With over 30 years of financial expertise, the team is known for providing a roadmap for financial futures through meticulous portfolio management and active research.

Yorkshire Wealth Management provides dedicated financial guidance and specialized retirement expertise to the Poway community.