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Monday 7am - 4pm Tuesday 7am - 4pm Wednesday 7am - 4pm Thursday 7am - 4pm Friday 7am - 4pm

Yuma & Imperial Valley Wealth Management

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Yuma, AZ
Yuma & Imperial Valley Wealth Management

"Our mission is to help you manage and preserve your wealth" Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor.

The financial professionals at Yuma Investment Group Wealth Management will assist clients in creating and preserving wealth, ultimately striving for financial independence. Our team will assist you to work towards your goals through education, communication and exceptional service. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

10/31/2026

Investment strategy isn’t about finding a perfect answer. It’s about building an approach you can stick with.

Understanding your comfort level with risk can play a critical role in how portfolios are built, adjusted, and maintained over time. This quick quiz helps bring that into focus.

Get started here: https://www.yivwm.com/ -section

10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.
The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://www.yivwm.com/insights/blog/8-tax-planning-considerations-every-pre-retiree-should-know/

10/28/2026

Different roles. Different uniforms. One shared commitment to helping our communities.
Yuma & Imperial Valley Wealth Management proudly recognizes the brave men and women who dedicate themselves to keeping our communities safe.

🚔 Law Enforcement Officers
🚒 Firefighters
🚑 EMTs & Paramedics
📞 Emergency Dispatchers

From responding to emergencies to providing lifesaving care, our local first responders make a difference every day through their courage, compassion, and dedication.

To all the first responders serving Yuma, the Imperial Valley, and our surrounding communities, thank you for your service, sacrifice, and unwavering commitment to others. We are grateful for all that you do! ❤️🤍💙

10/23/2026

Join us for a complimentary Social Security Workshop Next Week 9/24: https://financeinsights.net/Vb5gSLO61I3Akxq
Click to register!
Where we'll cover:
✔️ Timing
✔️ Common Questions
✔️ Social Security Claiming Considerations
📅 Thursday, October 29, 2026
⏰ 6:00 PM – 7:00 PM
📍 Home2 Suites by Hilton El Centro (3105 S Dogwood Rd, El Centro, CA 92243)

Join Yuma & Imperial Valley Wealth Management for a complimentary educational seminar focused on understanding Social Security and its role in retirement planning.

10/22/2026

“☕ Coffee Talk is BACK this Friday! You bring the questions. We buy the coffee!

Join John Durazo, AIF®, from Yuma & Imperial Valley Wealth Management for his bi-weekly Coffee Talk, happening this Friday at His & Hers Coffee Co., a new local coffee shop here in Yuma!
Whether you have financial questions or simply want to stop by and say hello, we'd love to see you there.

Friday, October 23, 2026
10:00 AM – 11:30 AM
His & Hers Coffee Co. - 3300 S. 8th Ave, Suite T, Yuma, AZ 85364

Stop by, enjoy a cup of coffee, and connect with John. We look forward to seeing you!

10/16/2026

We’re excited to welcome families to our new Foothills office! 🎉

This new location gives our team another place to connect with and serve clients across the Yuma community. We’re looking forward to this next chapter and to welcoming you through the doors.
Foothills Office
11375 S. Fortuna Rd., Suite F
Yuma, AZ 85367
Office: (928) 508-5838

We’re grateful for the continued support that has helped us grow and expand our presence in the community.

The financial advisors at Yuma & Imperial Valley Wealth Management provide wealth management, financial planning and retirement planning services to Yuma, Arizona.

10/15/2026

Join us for a complimentary 12 Essential Steps Before You Retire Workshop on October 22!
Click to register! https://financeinsights.net/Yn3wux3DZsWaAxq
We’ll walk through important decisions to consider as you prepare for retirement, including:
✔️ Key planning steps before retirement
✔️ Important financial decisions to review
✔️ Common considerations that can help you feel more prepared for what’s ahead
📅 Thursday, October 22, 2026
⏰ 5:30 PM – 6:30 PM
📍 Main Library Yuma
2951 S. 21st Dr., Yuma, AZ 85364

Preparing for retirement involves more than focusing on any one area of your financial life. Our 12 Essential Steps Before Retirement seminar provides a broad overview of important topics to consider as you approach this next stage.

10/15/2026

25 Years. 25 Local Nonprofits. $25,000. 🎉

Reaching 25 years is a milestone we are incredibly proud of, but it also gave us an opportunity to reflect on the people, organizations, and communities that have supported us along the way. As part of our 25th anniversary celebration, Yuma & Imperial Valley Wealth Management had the privilege of donating $25,000 to 25 local nonprofit organizations serving Yuma and the Imperial Valley. We wanted it to be a chance to give back and recognize the incredible work being done all around us.

Thank you to each nonprofit that joined us, and thank you to our clients, partners, team members, and community for being part of our journey over the last 25 years. This was a truly special way to celebrate a very special milestone. 💙💛

10/15/2026

Celebrating 8 years with Haunani Nelson! 🎉

Over the years, Haui has been part of so many changes, experiences, and memorable moments with our team. We’re grateful for the dedication, growth, and positive impact they’ve brought along the way.

Happy 8-year anniversary, Haui! Here’s to the next chapter! 👏

10/12/2026

Celebrating 5 years of growth!
Over the past five years, Jackson has grown from joining our team fresh out of college as an Associate Advisor and is now a Lead Advisor. It’s been rewarding to watch that growth and the dedication he continues to bring to his career and the clients he serves.
We’re grateful to have him on our team and are excited to see what the next chapter brings.
Happy 5-year anniversary, Jackson! 👏

Address

182 E 16th Street, Ste D
Yuma, AZ
85364

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Website

http://www.yivwm.com/

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