Team Yezbak

Welcome

At Yezbak Wealth Management, we look to serve you with the integrity and trust that demonstrate how much we value you every day. Your needs and interests inspire our hard work. Together, we help you discern what you want to accomplish with your wealth and the best way to chart that path forward.

A multi-generational team, we draw on a proud history at J.P. Morgan. Our founder, George Yezbak, began his practice at the firm in 2008. George offers the knowledge and practical guidance he has gained from more than 25 years in wealth management. He is joined by his son, Drew Yezbak, who adds a dynamic perspective to our team and a passion for helping others. Our exceptional Client Associate, Lauren Vasquez, leads our service model, delivering the consistency and responsiveness that allow us to perform at the highest levels.

Together, we welcome the opportunity to serve you. We want to be a positive influence in your lives for generations to come, providing you with a different caliber of advice and guidance.

Our process begins with you
We begin each relationship by getting to know you. Before we make a single recommendation, we like to learn all we can, tailoring our advice to your situation. The more we know, the more we can help.

Our process has five components:

• Understand your situation. We take the time to understand you, discussing your concerns, goals, time horizons, investment holdings, tax circumstances, risk tolerance, family dynamics and personal passions.
• Weigh your priorities. Given competing demands in your life, we listen attentively to your priorities, developing a hierarchy of needs and distilling the goals you want to accomplish.
• Develop your plan. Planning is a critical underpinning of our work together. Your wealth management plan is a robust document that adjusts to the factors intersecting your life: personal, professional and financial. We look to enact any strategies with as little risk as possible, allowing you to gain comfort with us as a team.
• Review your asset allocation. We believe that thoughtful asset allocation is one of the most reliable ways to build wealth. We scour a wide universe of investments to select tax-sensitive offerings that align with your liquidity needs, risk tolerance and time horizon. We also believe in the value of uncorrelated assets, evaluating their ability to enhance diversification and reduce volatility.
• Refine your plan. Life is never static, so we make sure to stay abreast of changes in your circumstances and cross-currents in the economy at large. We look to mitigate down-side risk while capitalizing on investment opportunities, acting on the insights we have gained from award-winning J.P. Morgan Research. You will hear from us often, maintaining the regular interaction that characterizes good relationships.

What you can expect
We know how important your wealth is to your life, your legacy and your security. We take our role very seriously, striving to serve you with the principled leadership we would want for our own families.

Here are the ways we look to serve you with a different level of care:

• We do the right thing. If integrity is "doing the right thing when no one is watching," we hold ourselves to this high standard. Our honesty comes through in our decisions, large and small. This mindset has served our team well for more than 25 years.
• We forge strong ties. Our founder, George Yezbak, has known some of his clients for more than 40 years. That history has allowed us to walk with clients through life's highs and lows, serving as a reliable guide and trusted friend. We welcome the opportunity to forge new relationships, honored that client referrals are a main source of our new engagements.
• We bring you the firm. We are proud of the many ways that J.P. Morgan can enhance your life, and we look to help you capitalize on those resources. We cast a wide net in bringing you the capabilities you require, connecting you to specialists in banking, lending, trust and estate services, and pre-liquidity event planning, among others.
• We hustle. Hard work is a bedrock of our approach. We answer our phones and follow through on your inquiries. We also look to resolve your needs quickly and efficiently. Passionate about helping you and your loved ones, we are honored to help you preserve generational wealth for decades to come.

We welcome the chance to speak with you about your wealth-management needs.