YTS Wealth Management

Wealth Management, Personalized.

Episode 5 | JOE SIMON | Essential Financial Planning Tips 📊 Are you ready to take control of your finances and build a prosperous future? In this episode of Watch Your Assets, Joseph Simon, CIMA® and I break down the fundamentals of financial planning. From budgeting and saving to investing and retirement strategies. Whether you're just starting or looking to optimize your financial game plan, these insights will help you make smarter money decisions! Stephanie Bracken, CFP®, FPQP® #ytswealthmanagement #yourtotalsolution #watchyourassets #podcast

Off The Charts Episode 7 | The Worst Investor of All Time 📊 This is the story of the worst investor in history, someone who made every mistake in the book. Who was he? What did he do wrong? And most importantly, how can you avoid the same fate? Tune in to Off The Charts Episode 7 to find out. Jordan Dunsmore, CEP® #OffTheCharts #YTSWealthManagement #YourTotalSolution

YTS had an incredible time at the Chamber’s 101st Arlington Business Gala! Grateful to be part of such a prestigious event, connecting with inspiring professionals and celebrating the local business community. Thank you for having us. We’re looking forward to another amazing year of growth and collaboration! Arlington Chamber of Commerce

Welcome Mitchell Niderstros, CFP® to the YTS Wealth Management Team! We’re excited to welcome Mitchell to the YTS Wealth Management family! 🎉 Mitchell brings an incredible level of passion, energy, and dedication that aligns perfectly with our culture and client-first mission. His commitment to excellence and personalized financial strategies will be a tremendous asset to our team and, most importantly, our clients. Welcome to the YTS Family, Mitchell! #YTS #YourTotalSolution #ClientFirst #WelcomeToTheTeam 

Welcome David Alderson Jr Our Newest Partner at YTS We're thrilled to introduce David Alderson Jr. and his team as the newest members of the YTS family! His experience and commitment to client success make him a perfect fit for our team. We can't wait to see the great things we'll accomplish together! Welcome aboard David! We're lucky to have you with us. #YTSWealthManagement

What made Warren Buffett the greatest investor of all time? It wasn’t luck, it was a mindset, a strategy, and an approach that set him apart from everyone else. 📈 In this episode of Off the Charts, Jordan Dunsmore, CEP® unpacks why Buffett’s legacy is untouchable. Watch now to find out what made him different. #YTSWealthManagement #OffTheCharts #WarrenBuffett #Investing

2025 YTS New Year Kickoff at the Westmoreland Country Club ⛳️ We reflected on last year’s achievements and set ambitious goals for the year ahead. Excited for a year of growth, success, and discipline!

If you’d rather listen on the go, catch the latest episode of Watch Your Assets on Apple Podcast and Spotify! 🎧 Tap the link and tune in now! ⬇️

Episode 4 | Navigating the World of Investments 📊 From stocks to ETFs to annuities, Joshua R. Yoskosky and Stephanie Bracken, CFP®, FPQP® have you covered in this investment-focused episode. Whether you're a beginner or a seasoned investor, you'll learn actionable tips to maximize returns, minimize risks, and diversify your portfolio. Don’t miss your chance to take control of your financial future! YTS can assist with all your investment needs so we can grow your wealth together! #WatchYourAssets #YTSWealthManagement #Investments