Yuma Investment Group Wealth Management is a Yuma, Arizona based wealth management firm founded by Tom Rush in 2001. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is “Yuma Investment Group Wealth Management helps families grow, manage and protect their wealth. Our team helps you accomplish your financial goals through financial planning, education, communication, and exceptional service.”
At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Copyright 2020 Yuma Investment Group Wealth Management. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.
Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.