Welcome to Young Wealth Management.

Our Firm

We are dedicated CERTIFIED FINANCIAL PLANNER™ professionals who take a comprehensive approach to wealth management and financial planning. As a "Fee-Only" registered investment advisory firm, we keep your interests foremost at all times. We sell no products and receive no commissions; instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings needed to establish and maintain your plan, and allows you to contact us whenever you have questions or concerns.

Professionalism

In all our dealings with our clients, we pledge to be:

  • Comprehensive in outlook
  • Professional in conduct
  • Educational in nature
  • Independent in compensation
  • Committed to your success.

  • What We Do

    We sell no products and receive no commissions; instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals.

    Services
  • Who We Are

    We are dedicated CERTIFIED FINANCIAL PLANNER? professionals who take a comprehensive approach to wealth management and financial planning.

    About
  • Who We Serve

    We provide comprehensive financial planning for individuals, couples and small business owners.

    Contact

Get In Touch

Young Wealth Management is based in Davis, California. We work with clients in the greater Sacramento area and throughout California to provide comprehensive financial planning and tax-related services.

We offer an initial consultation at no charge to determine how we can best serve you. If you would like more information, please call our office or fill out this form and let us know how we can assist you.

Thank you for contacting our firm. We look forward to working with you!

Young Wealth Management

502 Mace Blvd Suite 5,
Davis, CA 95618
T: (530) 231-5152 (Davis)
T: (916) 418-0375 (Sacramento)
F: (866) 222-0252
E: kevin@youngwealthmanagement.com

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