ABOUT YUNGREIS PRIVATE WEALTH
When looking for clear direction to align your wealth with your vision…
It can be challenging to find answers to your questions:
How can I maintain my standard of living, and leave an inheritance for my children?
Who can show me the whole picture of what I can do with my money?
What are my best options for continued income if I sell my business?
How can I structure my business prior to a sale to minimize taxes?
What if I decide to stop working in 5 years?
We help you build the life you want.
Investing based on subjective opinion (while common) is a bad idea. There’s a better way:
“I needed someone who could walk me through every change and every investment, but who also really cared about what I wanted.
Yungreis looks at you, sees what YOU want, and invests in what YOU want to invest in. He really walks you through it, explains the advantages and disadvantages — and if you don’t get it the first time, don’t worry about it, he’ll start again at the beginning.”
YPW CLIENT
What to expect from us
LISTENING
Because the best plans start with your “whole picture”
DISCIPLINE
Overconfidence and panic kill portfolios. Systematic consistency is key
STRATEGY
Advanced tax and investment strategies to align your money with your life
EVIDENCE
Not a single financial decision goes into your plan without data supporting it
“Investing” isn’t about numbers. It’s about using the tools you have to build the life you want.
Book a 15-minute conversation to see if we can serve you
Our calls are friendly and pressure-free
Our Team
Efraim Yungreis, EA
FOUNDER & WEALTH ADVISOR
Efraim got an early start in the world of finance, buying his first stock when he was still a teenager.
Value investing quickly became his passion, and he continued to learn and implement investment knowledge throughout his adolescence — allowing him to learn the right lessons early on.
He graduated from Beth Medrash Govoha with a bachelor’s degree, and interned at Crawford Lake Capital Management while pursuing his Series 66 and Series 7 licenses (held with LPL Financial).
At the age of 25, while working at a hedge fund, he recognized a massive need for efficient tax planning in regard to investments.
He went and got his EA (Enrolled Agent) certification the same year.
Soon after, realizing he needed independence to best serve his clients, he decided to start his own firm.
Now, Efraim and his team use evidence-based investing strategies and advanced tax planning to help their clients align their money with the life they want to live.
Chaim Weinreb, CFP®
WEALTH MANAGEMENT ADVISOR
Chaim is passionate about helping others in a meaningful way using proven strategies to bring clarity and confidence to their financial lives. He believes good planning starts with understanding what truly matters to each person.
Fascinated by the markets since childhood, Chaim was driven by a question that still guides his work today: How can people build wealth without risking everything? That curiosity fuels his thoughtful, research-driven approach to advising.
He brings experience from a boutique RIA and holds the CFP® designation, along with Series 7 and 66 licenses (held with LPL Financial), and Life and Health Insurance licenses.
Chaim volunteers as a financial coach with Mesila. Outside the office, he enjoys spending time outdoors and making music videos with his family.
Rochel Hoberman CPA, CFP®
PARAPLANNER
Rochel is a CPA and CFP® with extensive knowledge in tax and comprehensive financial planning. She draws on her background in both public and private accounting to craft clear, tailored financial plans that help clients make confident decisions. Rochel translates complex information into digestible insights and refines the numbers to align with each client’s goals.
Mindy Loewi
Client Service Associate
With strong attention to detail and a client-first approach, Mindy supports financial planning, investment management, and administrative operations to ensure each client’s strategy is executed smoothly and aligned with their long-term goals.
She oversees onboarding, account maintenance, and all aspects of ongoing client service, including cash flow management, retirement and charitable trust distributions, and coordination of pension and 401(k) plans.
Clients value Mindy’s dependability and dedication, confident she supports their financial journey with professionalism and care.
Chaya Feuer
Client Service Associate
Chaya plays a key role in delivering a high-quality client experience by managing all aspects of the planning process with precision and care. She oversees day-to-day client service, builds financial plans, and manages insurance underwriting and policy servicing to ensure every detail is handled seamlessly.
As the go-to resource for clients, Chaya translates complex strategies into clear, actionable steps—ensuring each plan is executed smoothly and aligned with their long-term goals. Clients feel confident knowing she is a reliable and dedicated partner throughout their financial journey.
“Investing” isn’t about numbers. It’s about using the tools you have to build the life you want.
Book a conversation with us to see if we can serve you
Our calls are friendly and pressure-free