“We want to know where you’ve been, where you are, and where you want to go—then build a personalized roadmap to get you there.”
For nearly 40 years, Yamamoto Wealth Management Group has been guiding clients through highs and lows and helping them reach their dream financial destinations. We accomplish this through clear communication and regular checkpoints that analyze your past, assess your present, and actualize your future—always prioritizing what matters most to you and your family along the way.
Personal service in an impersonal world
At Yamamoto Wealth Management Group, we are proud to have formed a strategic team with complementary strengths. Leveraging our commitment to personal service, we and our partners come together with the common goals of educating, equipping, and empowering you and your family to live life to the fullest—now and into the future.
John Yamamoto
Jason Herstad
Russell Sitek
Jillian Chisholm
Caprice Kleine-Doepke
Approach
Wealth management
A past, present, and future-focused approach to wealth management
In conjunction with our investment management approach, we spend quality time assessing your financial journey by focusing on three key aspects of your past, present, and future: where you've been, where you are, and where you'd like to go.
Where you’ve been
Your journey begins with an in-depth assessment of your path thus far, discovering the unique twists and turns you’ve faced and how we can help navigate them moving forward.
Where you’ve been
Your journey begins with an in-depth assessment of your path thus far, discovering the unique twists and turns you’ve faced and how we can help navigate them moving forward.
Checkpoints and benefits on your financial roadmap
Working in close collaboration with our world-class partners, we set checkpoints with key benefits on your financial roadmap, ensuring we proactively anticipate bumps and skillfully navigate detours so you and your family can move forward with confidence.
BENEFIT 1
Your financial plan
A plan that adjusts to your journey
We assess your short-term needs and long-term goals to design a fully customized, highly personalized financial plan that directs you and your family and adjusts to your life circumstances.
BENEFIT 2
Your tax plan
Tax-smart decision making
Taxes can slow down your journey, present obstacles, and lead to unnecessary detours—our job is to equip you with strategies to navigate them with ease and efficiency at every stage.
BENEFIT 3
Your Will & estate plan
Intergenerational wealth planning
We ensure your loved ones and assets are carefully protected in this generation and the next, helping you to make memories and solidify your legacy along the road to financial freedom.
BENEFIT 4
Your charitable giving strategy
Tax-efficient philanthropy
Giving back is an essential part of your roadmap towards success, and we help facilitate your giving by incorporating it into a tax-smart strategy that prioritizes making a meaningful impact.
BENEFIT 5
Your insurance plan
Protection of your assets
Wherever your plans lead and whatever your family needs, we provide comprehensive insurance planning to protect your finances and loved ones against potential accidents.
BENEFIT 6
Your financial education
Financial seminars and workshops
Education can help reduce anxiety in the road ahead, and we prioritize keeping you and your family informed and equipped to make financial decisions with confidence.
Portfolio management
Seeking reliable outcomes along your financial journey
Paired with our past, present, and future-focused approach to wealth, our investment model—developed by John Yamamoto over the course of four decades—involves four key areas of focus that aim to provide reliability, anticipate twists and turns, and guide you towards your dream financial destination.
A foundational aspect of our proprietary investment model is maximizing income through a range of proven tactics, ensuring your wealth can act as the conduit to help you reach your destination and empower you to live the life you’ve always wanted.
Resources
Educating. Equipping. Empowering.
Led by John Yamamoto, who has taught foundational courses on a range of financial topics to students young and old, our team is committed to educating, equipping, and empowering our clients to live their lives to the fullest. We invite you to explore a selection of our financial literacy resources below and to contact us directly if you need additional support.
Key definitions
Wealth management is a comprehensive, long-term approach to growing, protecting, and transferring wealth.
A financial plan is your personalized roadmap that shows you exactly how to get from where you are today to where you want to be financially.
Portfolio management, also known as investment management, refers to the process of managing a portfolio of investments to achieve a desired level of risk and return and, ultimately, your goals.
Asset allocation is the process of deciding how to divide your investments among different asset classes—such as stocks, bonds, cash, and alternatives—in a way that balances risk and potential return based on your goals, time horizon, and risk tolerance.
Risk is the chance that things won't turn out as planned—including the possibility of losing money or delaying your goals.
Diversification is a strategy in investing where you spread your money across different types of assets, sectors, or regions to reduce risk. The idea is that not all investments will move in the same direction at the same time.
Educational webinars
Additional resources
Books recommended by our team
The Psychology of Money
By Morgan Housel
The Algebra of Wealth
By Scott Galloway
The Geometry of Wealth
By Brian Portnoy
Smart Women Finish Rich
By David Bach
Blog
Where will your roadmap take you?
Allow our dedicated team to guide you along the path to financial freedom.
Email:john.yamamoto@rbc.com
Phone:780-493-7745