Yuma & Imperial Valley Wealth Management

10/16/2026

We’re excited to welcome families to our new Foothills office! 🎉

This new location gives our team another place to connect with and serve clients across the Yuma community. We’re looking forward to this next chapter and to welcoming you through the doors.
Foothills Office
11375 S. Fortuna Rd., Suite F
Yuma, AZ 85367
Office: (928) 508-5838

We’re grateful for the continued support that has helped us grow and expand our presence in the community.

The financial advisors at Yuma & Imperial Valley Wealth Management provide wealth management, financial planning and retirement planning services to Yuma, Arizona.

10/15/2026

Join us for a complimentary 12 Essential Steps Before You Retire Workshop on October 22!
Click to register! https://financeinsights.net/Yn3wux3DZsWaAxq
We’ll walk through important decisions to consider as you prepare for retirement, including:
✔️ Key planning steps before retirement
✔️ Important financial decisions to review
✔️ Common considerations that can help you feel more prepared for what’s ahead
📅 Thursday, October 22, 2026
⏰ 5:30 PM – 6:30 PM
📍 Main Library Yuma
2951 S. 21st Dr., Yuma, AZ 85364

Preparing for retirement involves more than focusing on any one area of your financial life. Our 12 Essential Steps Before Retirement seminar provides a broad overview of important topics to consider as you approach this next stage.

10/15/2026

25 Years. 25 Local Nonprofits. $25,000. 🎉

Reaching 25 years is a milestone we are incredibly proud of, but it also gave us an opportunity to reflect on the people, organizations, and communities that have supported us along the way. As part of our 25th anniversary celebration, Yuma & Imperial Valley Wealth Management had the privilege of donating $25,000 to 25 local nonprofit organizations serving Yuma and the Imperial Valley. We wanted it to be a chance to give back and recognize the incredible work being done all around us.

Thank you to each nonprofit that joined us, and thank you to our clients, partners, team members, and community for being part of our journey over the last 25 years. This was a truly special way to celebrate a very special milestone. 💙💛

10/15/2026

Celebrating 8 years with Haunani Nelson! 🎉

Over the years, Haui has been part of so many changes, experiences, and memorable moments with our team. We’re grateful for the dedication, growth, and positive impact they’ve brought along the way.

Happy 8-year anniversary, Haui! Here’s to the next chapter! 👏

10/12/2026

Celebrating 5 years of growth!
Over the past five years, Jackson has grown from joining our team fresh out of college as an Associate Advisor and is now a Lead Advisor. It’s been rewarding to watch that growth and the dedication he continues to bring to his career and the clients he serves.
We’re grateful to have him on our team and are excited to see what the next chapter brings.
Happy 5-year anniversary, Jackson! 👏

10/09/2026

25 years! 🎉 Watch our video as we celebrate this milestone and reflect on the journey we’ve shared with the Yuma and Imperial Valley communities.
Have you been part of our story? We’d love to hear your memories in the comments.

10/08/2026

Growing and Learning at the Annual Carson Excell Conference! 🌟

Last week, several YIVWM team members headed to Denver for the Annual Carson Excell Conference. It was a great opportunity to connect with others across the Carson community, exchange ideas, learn from one another, and hear more about what’s ahead for the industry. From meaningful conversations to new insights, it was a conference filled with plenty of great moments.

We’re heading home energized, inspired, and excited to bring what we learned back to our team and the clients we serve. 💼✨

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose:

Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t

09/30/2026

Medicare timing can sneak up on you.

Your initial enrollment period usually starts three months before the month you turn 65 and continues for three months after. But things like employer coverage can change when you need to sign up.

A little planning now can help you understand which window applies to you: https://www.yivwm.com/insights/blog/when-should-i-sign-up-for-medicare/