Individualized Portfolio Management
Wealth Management
no two client portfolios are identical.
Security For Your Future
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Estate Planning Strategies & Family Planning
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Retirement
Secure Your Future With Personalized Wealth Management Planning
Contact UsMeet the Team
Our MissionSteven Esposito
President, Managing PartnerFor Steven Esposito, wealth management goes far beyond just being a profession. It’s a hallowed responsibility he and his team take seriously.
Stephanie Esposito
Chief Operating Officer & Managing PartnerAs the Chief Operating Officer, Stephanie Esposito never, ever forgets why she has a job – the wonderful clients at Yellowstone Wealth Management.
Kate Baness
Director of Client ExperiencesKate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of investment planning.
Samantha Finckle
Client Service AssociateWith a robust background in the customer service industry, Samantha brings a wealth of experience and expertise to ensure unparalleled client satisfaction.