Yuma & Imperial Valley Wealth Management

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.

Need a coffee break?Let’s talk retirement—easy, relaxed, no pressure.👉 Come for the coffee stay for the clarity At Creat...
06/08/2026

Need a coffee break?
Let’s talk retirement—easy, relaxed, no pressure.
👉 Come for the coffee stay for the clarity
At Creation Coffee Co. This Friday at 10:00 am-11:30 am

Proud to sponsor the Yuma American Youth Football Coyotes! Supporting today’s youth and investing in tomorrow’s leaders!
05/28/2026

Proud to sponsor the Yuma American Youth Football Coyotes! Supporting today’s youth and investing in tomorrow’s leaders!

We will be closed Monday May 25, 2026, in honor of Memorial Day.
05/22/2026

We will be closed Monday May 25, 2026, in honor of Memorial Day.

Join us for a no-cost retirement planning event designed for business owners.https://clients.arizonasbdc.com/workshop.as...
05/19/2026

Join us for a no-cost retirement planning event designed for business owners.
https://clients.arizonasbdc.com/workshop.aspx?ekey=80460024
Thursday, May 28, 2026 | 3:30–5:00 PM
Open to all — register today!

Are you a business owner thinking about retirement? Join us for an informative and practical workshop designed to help you prepare for your next chapter with confidence.

https://www.surveymonkey.com/r/TKCDWPGJoin us for an educational session covering Social Security topics📅 Thursday, May ...
05/11/2026

https://www.surveymonkey.com/r/TKCDWPG
Join us for an educational session covering Social Security topics
📅 Thursday, May 19, 2026
⏰ 5:00 PM – 6:00 PM
📍El Centro Public Library, 1198 N Imperial Ave, El Centro, CA 92243

Take this survey powered by surveymonkey.com. Create your own surveys for free.

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

Alerts

Be the first to know and let us send you an email when Yuma & Imperial Valley Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Yuma & Imperial Valley Wealth Management:

Shortcuts

Featured

Share

Category