YTS Wealth Management

Wealth Management, Personalized.

Episode 1 | Fed Rate Cuts & 2024 Election | What's Ahead for the Markets? In the debut episode of Watch Your Assets, financial analysts Jordan and Steph dive deep into the recent Federal Reserve interest rate cuts and explore the potential impacts of the 2024 U.S. Presidential Election on the stock market, investments, and the overall economy. Get actionable insights on how these key economic factors might shape your financial future. Tune in to gain knowledge on strategies, practical advice, and gain a clearer understanding of the market trends that matter most on your wealth-building journey. Click the link below to watch the entire episode. Episode 1 is now streaming on YouTube, Apple Podcast, & Spotify! 🎧 🎙 🎤

Episode 1 | Interest Rate Cuts | How Has the Market Performed During Past Rate Cutting Cycles Tune into our new series "Off the Charts" hosted by wealth manager, Jordan Dunsmore. Dive into expert insights, practical tips, and strategies to take control of your financial future!

🎃👻 YTS had an amazing time participating in Export’s Halloween Trick or Treat on the Trails alongside our fellow local businesses! 🍬 It was wonderful to see the community come together to create such a fun day for families and all the little ghosts and goblins. Thank you to everyone who stopped by, and a special shoutout to all the businesses and volunteers who made this event possible! We’re grateful to be part of such a great community. 🧡 Make sure to check out our socials tomorrow to see the pictures of all of trick or treaters in their costumes 🎃🍂

Congratulations Brooke Cullen! 🎉 Brooke, your dedication and exceptional support as Branch Administrative Manager in our Arlington office have truly made a difference. Your commitment to providing top-notch service has not only enhanced our team but also helped our clients feel supported every step of the way. We’re proud to have you as part of the YTS Wealth family. Here’s to many more years of success and growth together! #WorkAnniversary #TeamAppreciation #BranchSupport #YTSWealth

🌟 Celebrating Joseph Simon, CIMA®'s 1-Year Anniversary at YTS Wealth Management! Joe, your wealth of experience and your talent for developing personalized financial plans have truly shone through. In just one year, you've made a lasting impression on both our clients and our team. Here’s to many more years of success, growth, and helping families reach their financial goals! We’re proud to have you as part of the YTS Wealth Management family. #CelebratingSuccess #TeamMilestones #FinancialExcellence

Time flies when you're making a difference! Today marks Paulette's first anniversary at YTS Wealth Management. What truly sets Paulette apart is her commitment to going above and beyond for our clients. Her personal touch and dedication to excellence have not gone unnoticed - our clients consistently praise her for her exceptional service. Paulette, we're grateful for your contributions as Senior Client Service Associate and are excited about the future ahead. #ClientServiceExcellence #TeamYTS #CareerJourney

Today, we're thrilled to recognize Lexa Walker on her two-year anniversary at YTS Wealth Management! Lexa has become an indispensable part of our team, recently being promoted to Director of Administration and overseeing all administrative operations across every branch of our firm. Her meticulous attention to detail and unwavering commitment to excellence are a vital element of the YTS team. As we mark this milestone, we're not just celebrating the past 2 years—we're looking forward to many more years of growth together! Congratulations, Lexa, and thank you for your outstanding contributions to our team! #EmployeeSpotlight #Workiversary #TeamAppreciation

🌟 Congratulations Gabriela Viragova!🌟 Today, we recognize Gabby's first year at YTS Wealth Management! In just 12 months, Gabby has become the backbone of our executive operations, expertly supporting CEO Nick Subich and seamlessly aligning our teams with our strategic vision. Thank you, Gabby for the passion you bring to work every day. Here's to many more years of excellence and positive impact together! #EmployeeSpotlight #Workiversary #TeamAppreciation

On September 23rd, the YTS Wealth Management women had a fantastic experience volunteering with the Women at Westmoreland at the Westmoreland Food Bank, and we wanted to share our reflections! It was truly uplifting to witness our community unite for such a meaningful cause! #community #givingback