You need advice tailored to your life, goals, and situation.
At YTS Wealth Management our Private Wealth Group is dedicated to providing unparalleled wealth management services tailored to the unique needs of high and ultra-high net worth individuals. With a deep understanding of the complexities of wealth, our team of seasoned professionals offers a comprehensive suite of services designed to protect, grow, and preserve your assets for generations to come.
OUR SERVICES
Investment Management
We create customized investment strategies that align with your financial goals and risk tolerance. Our experienced investment professionals conduct thorough market research and analysis, focusing on diversification and long-term growth to help you work towards your desired outcomes.
Tax & Estate Planning
Navigating the intricacies of tax regulations and estate laws can be daunting. Our advisors work closely with you to develop effective strategies that minimize tax liabilities while maximizing wealth transfer efficiency. We take a holistic approach to estate planning, ensuring your legacy is protected and passed on according to your wishes.
Financial Planning
Our comprehensive financial planning services encompass every aspect of your financial life. We work collaboratively with you to create a tailored plan that considers your current situation, future goals, and potential challenges. Whether you’re planning for retirement, funding education, or making significant purchases, our team is here to guide you every step of the way.
Insurance Solutions
Protecting your wealth is paramount. We offer a range of insurance solutions designed to mitigate risk and provide peace of mind. From life insurance to long-term care policies, our specialists will assess your needs and recommend the best options to ensure your financial security.
Why Choose Us?
- Expertise: Our team comprises seasoned professionals with extensive experience in wealth management, ensuring you receive informed and strategic guidance.
- Personalized Service: We believe in building long-term relationships. Our approach is client-centered, with customized solutions that reflect your unique financial situation and goals.
- Holistic Approach: We integrate various aspects of wealth management, providing you with a seamless experience that covers investments, taxes, estate planning, and insurance.
- Commitment to Excellence: Our dedication to service excellence means we are always available to address your needs and concerns, ensuring that you feel supported at every stage of your financial journey.
Get Started Today
Whether you are looking to build a robust investment portfolio, plan for future generations, or safeguard your wealth, YTS Wealth Management is here to help. Contact us today to schedule a consultation with our Private Wealth Group and discover how we can assist you in achieving your financial aspirations.
Your Private Wealth Team
Nicholas A. Subich, CPFA
Partner, Wealth Manager
Jordan grew up in the Chicago suburbs and earned his Bachelor’s Degree in Business Marketing from Benedictine University in Lisle, Illinois. Before joining YTS Wealth Management, Jordan held positions with a boutique investment and insurance firm in Chicago and was Vice President of ETF sales with First Trust Portfolios, where he consulted with some of the largest financial advisory teams in the country. He passed the Series 6, 7, 63 and 65 exams (currently held with LPL Financial), and holds life and health insurance licenses. With over 15 years of financial services experience, Jordan has tailored a wealth planning process that manages risk and provides predictability to families, business owners and young professionals.
Outsideof the office, Jordan is involved with the Pittsburgh Society of InvestmentProfessionals, is a member of the Pittsburgh Field Club, and serves as a boardmember of the World Salvation Center. Prior to his career in the financialservices industry, he was a “Class A” PGA Professional at Butler National GolfClub in Oak Brook, Illinois, and The Bear’s Club in Jupiter, Florida. Jordanlives in Cranberry, Pennsylvania, with his wife and three young sons.
Nicholas A. Subich, CPFA
Partner, Branch Wealth Manager
Josh provides guidance in the areas of investments, retirement, insurance, and estate and tax planning strategies. Josh holds the Series 6, 63, 7, and 66 through LPL Financial, SIE securities license, Pennsylvania Life, Accident and Health Insurance License, as well as his Pennsylvania Casualty and Allied Lines and Property and Allied Lines licenses. Josh is from the Belle Vernon area and graduated from the University of Pittsburgh, earning a Bachelor of Science Degree in Business Administration.
He currently resides in Arlington, VA with his wife Nicole. Josh enjoys cars, traveling, exercising, and spending time with his family and friends. He is also very involved with the Belle Vernon Rotary Club where he has served as club president and is a Paul Harris Fellow.
Nicholas A. Subich, CPFA
Partner, Senior Wealth Manager
Joe grew up in Brockton, MA and holds a Bachelor of Science degree in Business Administration from Stonehill College in Easton, MA. With over 25 years of experience in the financial services industry Joe began his career as a Financial Advisor at American Express Financial Advisors and Painewebber.
Joe holds the Series 7, 63 and 66 licenses through LPL Financial, along with his life, accident, and health insurance licenses. He specializes in building comprehensive financial plans customized to the individual goals of client families.
Joe resides in Lanexa, VA with his wife Natalie and four kids: Joey, Eve, Avery and Wren. In his spare time, he enjoys playing golf, listening to music, and traveling. He is also an auto enthusiast and an avid Boston Red Sox and New England Patriots fan.
Nicholas A. Subich, CPFA
Director of Insurance
As the Director of Insurance, Raquel specializes in guiding both current and prospective clients through a range of insurance solutions, including Medicare, Marketplace, Group Insurance, and Ancillary products. She expertly manages individual and group insurance plans, along with supplemental coverage options. Raquel holds a Pennsylvania Life, Accident, and Health license and has a diverse healthcare portfolio with 30 carriers, offering clients a wide range of tailored insurance solutions. Her expertise ensures clients receive the best coverage for their unique needs. She graduated cum laude in 2015 from California University of Pennsylvania with a bachelor’s degree in public relations, concentrating in applied communications, and is also a proud member of the National Society of Leadership and Success.
Raquel lives in Apollo, PA, with her husband, Jared, and their Goldendoodle, Remington. Outside of work, she enjoys teaching line dancing, shopping, spending time at the beach, and cherishing moments with family and friends.
Nicholas A. Subich, CPFA
Director of Financial Planning
Steph is a CFP® professional and Director of Financial Planning at YTS, where she collaborates with wealth managers and paraplanners to create high-tech, high-touch financial plans. With six years of experience as an LPL Financial paraplanner, Steph has since advanced to her current director role. She believes her success is tied to others’ success and is dedicated to making clients’ dreams a reality. She earned a Bachelor of Science in Biological Sciences with minors in Chemistry and Theatre Arts from the University of Pittsburgh and holds the Financial Paraplanner Qualified Professional™ certification. Steph lives in White Oak, PA with her boyfriend Nate and their two cats, Toby and Leia. Outside of work, she enjoys concerts, spending time with family and friends, and exercising.