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Garrett Yack, CEO
Yack Wealth Management
After serving more than 10 years as a retirement planner, Garrett opened the doors to Yack Wealth Management. He dreamed of offering comprehensive financial services that integrate investment management, income and estate-tax reduction strategies, and insurance and estate planning — all under one roof.
At an early age, Garrett noticed the difference between good planning and no planning. One set of grandparents planned properly and are still living a financially successful retirement today. Garrett’s other grandparents didn’t plan for retirement well and, today, his widowed grandmother still struggles and must rely on family for financial help.
Garrett made up his mind to be the kind of financial advisor who would take the time to do proper planning with his clients.
Yack Wealth Management
https://yackwealthmanagement.com/ | info@yackwealthmanagement.com | (760) 800-2202
Certain information contained herein has been obtained from third party sources and such information has not been independently verified by West Wealth Group, LLC. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by West Wealth Group, LLC. or any other person. While such sources are believed to be reliable, West Wealth Group, LLC. does not assume any responsibility for the accuracy or completeness of such information. West Wealth Group, LLC does not undertake any obligation to update the information contained herein as of any future date.
This guide is provided for informational purposes only; Not an offer, recommendation, or professional advice: This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact West Wealth Group, LLC or consult with the professional advisor of their choosing. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
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