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.
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
WEALTH MANAGEMENT ADVISOR
Chaim is passionate about helping others in a significant way based on proven strategies that help our clients focus on what’s important to them. This also requires consistent, stimulating learning, which he loves. As a child, Chaim was always intrigued by the markets and felt there must be a way to succeed without the risk of losing everything. That’s why he’s chosen to connect with clients and further explore their financial pictures.
Having previously worked at a small RIA, Chaim has the experience and industry knowledge to help his clients pursue financial success. He also enjoys learning about any topics relevant to the industry, including market research, tax strategies and behavioral economics. Chaim’s value as a Wealth Management Advisor is further enhanced by his Series 7, 66 (held with LPL Financial), and Life and Health Insurance licenses. Additionally, is currently enrolled in the CFP program.
Outside of work, Chaim is very passionate about his community and has worked as a financial coach for Mesila, an organization designed to help families gain financial stability. He also loves spending time outdoors and making music videos with his family.
Mindy Loewi
RELATIONSHIP MANAGER
As our Relationship Manager, Mindy is passionate about getting things done, especially when it comes to important life-changing decisions that may impact a client’s financial wellbeing. She is excited to know that she is an integral part of implementing the process throughout the client relationship.
Etty Klahr
ADMINISTRATIVE ASSISTANT
Etty previously worked as a staff accountant at an established firm in the financial consulting department. Today, she prepares financial plans and communicates them with clients in order to enhance their experience. With a Bachelor of Science degree with a concentration in Accounting, Etty utilizes her experience and education throughout her work. She is also currently pursuing her Certified Financial Planner™ certification and looks forward to applying this knowledge to our client’s financial pictures.
Rochel Hoberman, CPA
PARAPLANNER
Rochel Hoberman, CPA has diverse experience in public and private accounting sectors. She previously worked at Berkowitz Pollack Brant, a Top- 100 public accounting firm, preparing tax returns for individuals, partnerships and corporations. Rochel began her career at Brookhaven Management Group managing the accounting functions of real estate rental properties. After earning her CPA, Rochel worked at LTC Ally as a senior accountant for large healthcare facilities. She is currently pursuing her CFP certification.
“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