Individualized Portfolio Management
no two client portfolios are identical.
Security For Your Future
Estate Planning Strategies & Family Planning
Secure Your Future With Personalized Wealth Management PlanningContact Us
Meet the TeamOur Mission
Steven EspositoPresident, Managing Partner
For Steven Esposito, wealth management goes far beyond just being a profession. It’s a hallowed responsibility he and his team take seriously.
Stephanie EspositoChief Operating Officer & Managing Partner
As the Chief Operating Officer, Stephanie Esposito never, ever forgets why she has a job – the wonderful clients at Yellowstone Wealth Management.
Kate BanessDirector of Client Experiences
Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of financial planning.
Samantha FinckleClient Service Associate
With a robust background in the customer service industry, Samantha brings a wealth of experience and expertise to ensure unparalleled client satisfaction.