Services Offered
Financial Planning
Comprehensive strategies for retirement, education, and wealth accumulation tailored to your goals.
Investment Management
Personalized portfolio management and asset allocation to optimize growth and minimize risk.
Estate Planning
Guidance on wills, trusts, and legacy planning to secure your financial future for generations.
Retirement Solutions
Customized plans for 401(k), IRAs, and income strategies to ensure a comfortable retirement.
Tax Planning
Advice on tax-efficient strategies to maximize savings and comply with regulations.
Risk Management
Insurance and protection planning to safeguard assets and manage financial uncertainties.
Reviews
5(5 reviews)
Rating Distribution
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Jacquelyn Whittaker
via Google
almost 2 years ago
I have had nothing but a positive experience with Lexa Walker at YTS. The company is top notch from the bottom to the top. The qualified seamless work she and the others put in. It's also important to note the philanthropic work the entire company puts into this community and surrounding areas. Shop local!
C
Christine Trimnalvia Google
almost 2 years ago
Lexa Walker is a highly knowledgeable and passionate professional which led to an excellent customer experience for me. She goes above and beyond for all her customers- I would highly recommend all of the staff at YTS!
J
Jacob Parkervia Google
almost 2 years ago
Lexa made my experience with YTS Wealth Management incredible! Her knowledge and attention to each client is second to none. Throughout my entire time working with her, I felt like she was truly invested in getting the job done efficiently. 10/10 recommend!
K
Kelly Toneyvia Google
almost 2 years ago
I highly recommend their services at all costs. The expertise of the company and all staff involved is like no other. Lexa goes above and beyond. She is very knowledge in her role and puts the clients at YTS first. Her dedication and determination to make sure all needs are taken care of don’t go unnoticed!
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will hughesvia Google
almost 2 years ago
I am a client with YTS Wealth management & I just want to say how amazing it is & was working with Lexa Walker! She went above and beyond all of my expectations! I hope YTS knows how blessed they are to have such an incredible person working on their team! She deserves a raise for all her hard work that she puts in to her profession! The sky is the limit for her and I don’t see her stopping anytime soon until she’s at the very top!!
