For over 29 years, Young Global Wealth Strategies has built its reputation on professionalism, attentiveness, and a deep-rooted focus on family. As an independent firm, the team serves individuals, entrepreneurs, and sports professionals with a philosophy centered around personalized service and integrity. Led by John Young, a Certified Financial Planner, the firm brings both personalized service and institutional-quality insight to its clients.
In an ever-evolving market environment, the firm remains grounded in a long-term perspective. “Currently, the market is going through some uncertainty,” explains John. “Investors are very nervous, however, normal market cycles will include a 20% plus downturn every three years or so, so this actually corresponds with a normal market activity.”
Market volatility is nothing new for the firm, and it doesn’t prompt knee-jerk reactions. Instead, they reassess client needs and time horizons as necessary. “Volatility is a natural cycle in the markets,” John says. “We maintain a long-term objective with clients; however, if a client has a shorter-term perspective or a reduced tolerance to market fluctuations, we reevaluate the portfolios.”
A notable shift in recent years has been the surge of interest in alternative investments. According to John, this trend is driven by greater accessibility. “Alternative investments have long been a part of institutional investments. Lately, minimums for investment-type vehicles have come down. Therefore, the everyday investor now has opportunities to participate.”
As interest in alternative investments grows, so does the complexity involved in evaluating them. Young Global Wealth Strategies has enhanced its internal research capabilities to meet this demand by leveraging multiple resources to conduct thorough due diligence, ensuring the firm can offer clients a well-informed understanding of the options available.
One of the firm's distinguishing features is its independence in offering investment opportunities. “Most firms and brokerages have narrowed the scope of their clients' investments,” John notes. “It’s a pay-to-play world. We do not believe in limiting our clients by accessing only those who are willing to pay fees to a firm to get ‘shelf space’. Additionally, looking at opportunities beyond the major players in the space, we have access to deals that tend to be more client-friendly.”
That independent spirit is part of what allows John and his team to think ahead and remain flexible amid industry-wide changes. “More and more firms are launching models that allow the advisor to do little or no work on the investment strategies. They use simple language to make clients feel safe without knowing why they own what they own,” John says. “As an independent firm, we do not subscribe to a one-size-fits-all.”
In a crowded field, Young Global Wealth Strategies continues to distinguish itself with an unwavering focus on integrity, attentiveness, and lasting relationships. Through all market conditions and industry trends, the firm remains committed to delivering thoughtful, client-centered advice. Its long-term approach combines personalized service and transparency with the understanding that managing wealth is ultimately about supporting people, families, and the goals that unite them across generations.
To learn more, visit YoungGlobalWealth.com