YellowWood Wealth Solutions, LLC

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YellowWood Wealth Solutions, LLC

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Important Disclosures can be found at: https://yellowwood.egnyte.com/dl/ii7HvfiDXq YellowWood Wealth Solutions, LLC is a Registered Investment Advisor.

Certain representatives of YellowWood Wealth Solutions, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite, Rockaway, NJ 07866 (800) 637-3211.

10/20/2026

The third quarter brought a 10-year Treasury yield near 5.3%, crude oil above $100 a barrel, and the Fed's first rate hike since 2023. Major U.S. stock indexes ended the quarter near record highs.

Jason Rericha, CFP®, RICP®, CRPC®, walks through what that means heading into Q4: rates, the Fed, the midterms and AI. The highlights are in the slides, and his full outlook is linked in the comments.

10/16/2026

Last night our team hosted Senior Living 101, a dinner for families sorting through care options for an aging parent or spouse. Thank you to Ann Marie Ladis and The Sharon for leading such an honest conversation, and to everyone who came with questions.

If you missed it, here’s the guide we shared, comparing eight senior living options side by side.

10/05/2026

One of the hardest conversations a family faces is how to best support an aging parent, spouse, or other relative. Long-term care and senior living options can be confusing, and people are often hit with the decision unexpectedly.

We've got a few spots left for the dinner conversation we're hosting to talk it all through on October 15 with Ann Marie Landis, who has spent more than 30 years advising families on senior living. She’ll break down the options simply, and Judy Beaird will share what it's actually like on the other side of that decision, since she's lived it herself.

Thursday, Oct 15, 5:30 to 8:30 PM at Allison's Fine Dining at The Sharon at SouthPark.

Seating is limited, so please RSVP by Thursday Oct. 8th.

Link to RSVP is in the comments.

09/29/2026

It's easy to think retirement is about reaching a certain number.

But for most people, that number is simply a means to something more meaningful.

More time with family. More freedom to travel. More opportunities to give back. More flexibility to spend your days the way you choose.

That's why the most important planning conversations don't begin with a portfolio balance.

They begin with a simple question:

What do you want life after work to look like?

09/24/2026

One question has a way of changing almost every financial conversation.

"What is your wealth actually for?"

The answer is almost never a number. It's about the life someone wants to build, the people they want to care for, and the opportunities they hope to create.

We've found that once that conversation happens, financial decisions become clearer. Priorities come into focus. The plan starts to reflect the person instead of just the portfolio.

Because before wealth can be managed well, it helps to understand the purpose behind it.

09/23/2026

We're invested in the people, families, and businesses that make this community what it is.

That means we're here for more than strategy meetings or major financial decisions. We're here to answer questions, celebrate milestones, think through challenges, and help provide perspective when life gets complicated.

Whether you're planning for something exciting or navigating something unexpected, know that you don't have to figure it out alone.

We're grateful to be part of this community and proud to serve it every day.

09/22/2026

When everyone counts on you, your own priorities can quietly slip into the background.

Not because they matter less, but because there's always someone else to think about first.

Over the years, we've had many conversations with women balancing careers, caregiving, family, and countless responsibilities. One thing we've learned is that supporting others starts with making sure you have a plan for yourself.

You deserve the same care and attention you give to everyone else.

Sometimes the most important financial decision is simply making time for the conversation.

09/18/2026

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."

What we hear is something much more human.

"We've been meaning to update our wills."

"I know we should consolidate those old retirement accounts."

"We keep saying we need to talk to our kids about our estate plan."

"We just never got around to it."

After years of working with families, we've learned that people rarely put these conversations off because they don't care.

They put them off because life gets busy. There always seems to be something more immediate demanding their attention.

That's why we don't think of financial planning as checking boxes. We see it as creating the time and space to work through the decisions that have quietly been sitting in the background for far too long.

If something has been sitting in your "one day" file, maybe this is the season to move it to the top of the stack.

09/17/2026

"I've spent 30 years building this thing. I hope it gives us the life we've been working toward."

We've heard versions of this from many business owners over the years.

It's easy to focus on growing the value of a business because that's what you've spent years doing. But eventually, the conversation shifts. It becomes less about what the business is worth and more about what that value means for you and your family.

Can it support the retirement you've envisioned? Does it create the flexibility you're hoping for? Does it align with the future you've been working toward?

Those are the conversations where a business valuation becomes more than a number. It becomes part of a much bigger picture.

If it's been a while since you've connected your business value to your personal financial goals, let's have that conversation.

09/14/2026

It's amazing how much space one unanswered financial question can take up in your mind.

You might only think about it for a few minutes at a time.

Driving to work. Lying awake at night. Paying the bills. Having coffee on a Saturday morning.

But those few minutes have a way of adding up.

You don't have to have everything figured out before starting the conversation. Sometimes bringing a question into the open is the first step toward feeling lighter.

Address

1523 Elizabeth Avenue Suite 210
Charlotte, NC
28204

Telephone

+17049097316

Website

http://www.yellowwoodwealth.com/

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