Young Wealth Management is committed to assisting its clients work towards their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can rest assured that your engagement will receive dedicated and professional handling, and the highest quality service possible.
Young Wealth Management is affiliated with a privately owned independent broker/dealer. As an Investment Adviser Representative, we can assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The resources available through our affiliation to accomplish this are extensive and of high quality.
However, Young Wealth Management decided to offer a full reange of financial services, and not limit Young Wealth Management to fee only service.
There are instances where the client may prefer a commission-based product instead of a fee based product. If both are available, a fully developed comparison is presented for the client to review. Also, there are situations where only commission-based products are available. If a client prefers or wants a commission-based product they may obtain it through Young Wealth Management or any other agent or firm of their own choice. The advantages of using Young Wealth Management is our developed expertise and the continuity of service for the client.
We also do hourly consultation and analysis for CPAs, Financial Institutions, and Businesses.
Tom J. Young
Co-Founder & Senior Planning Consultant
Tom Young has been a financial planner since 1969. Tom is a Senior Planning Consultant with Young Wealth Management. Prior to co-founding Young Wealth Management, Tom was the founder of Provenance Wealth Advisors. Prior to that, Tom worked for over thirty years with Sagemark Consulting, a subsidiary of the Lincoln Financial Group, formerly Cigna Financial Advisors, Inc.
While there, he served in a multitude of advisory and senior management capacities, including regional vice president of the South Florida office.
He has lectured and published articles on a number of estate and business planning issues that affect building and protecting wealth for succesful business owners, executives, professionals and individuals.
Tom is a graduate of John Carroll University in Cleveland, Ohio.
Jeff Young
Co-Founder & Partner
Jeff Young is a Financial Advisor with Young Wealth Management. Prior to co-founding Young Wealth Management, Jeff was an advisor at Provenance Wealth Advisors. Prior to that, Jeff began his career at Sagemark Consulting, a subsidiary of the Lincoln Financial Group, formerly Cigna Financial Advisors, inc.
Since 1999, Jeff has specialized in investment, retirement and business succession planning with small business owners and high net worth clients.
Jeff has attended Florida State University and graduated at FAU in Boca Raton, Florida.