Helping people with $1M-$10M+ portfolios
coordinate investments, taxes, retirement, and risk.
Independent fiduciary advice for business owners, executives, retirees, and families who want the major pieces of their financial life working together.
16+ Years Experience • $80M+ Advised • Independent Fiduciary
As Seen In:
You May Be in the Right Place If...
- You have a $1M–$10M+ portfolio, or you are a high-income business owner or executive building toward that level of wealth.
- You want investments, taxes, retirement income, estate planning, insurance, and cash-flow decisions coordinated around one plan.
- You are approaching retirement, already retired, selling a business, managing concentrated wealth, or making major financial decisions.
- You want an investment process that is thoughtful and disciplined — not set-it-and-forget-it, and not emotional market calls based on headlines.
- You want direct, ongoing guidance from an independent fiduciary advisor.
What We Help You Do
Yatra is designed for people whose financial lives have become more complex and interconnected.
Invest With a Clear Process
Build a portfolio tied to your goals, risk, taxes, income needs, and the market environment — not a generic allocation or headline-driven market calls.
Develop Proactive Tax Strategies
We model your short- and long-term tax picture to then develop proactive strategies. Good tax planning can make a serious difference over time — not just explain what happened after the year is over.
Turn Your Portfolio Into Retirement Income
Understand how much you can spend, where income should come from, and how much risk your plan can support.
Keep the Moving Pieces Connected
Make sure your investments, taxes, retirement income, estate documents, insurance, real estate, charitable giving, beneficiaries, and major financial decisions are working together.
Free Self-Assessment
7 Planning Mistakes Families With $1M–$10M Portfolios Often Miss
Are the major pieces of your financial life actually working together?
Identify where your investments, taxes, retirement income, estate planning, insurance, real estate, liquidity, and risk may be well coordinated — and where important gaps may deserve a closer look.
Download the Free Self-Assessment
A Defined Investment Process
Good investment management should not be reduced to buying a few index funds and hoping for the best. It also should not mean making emotional market calls based on headlines.
At Yatra Wealth Design, we connect your portfolio to your actual financial life: your goals, risk tolerance, taxes, income needs, liquidity, valuation, diversification, and the market environment.
The goal is not to predict every market move. The goal is to build and adjust portfolios with discipline, so you can participate in markets without becoming dependent on any single market outcome.
Featured Insights
Selected writing from Ross on markets, tax planning, retirement, and the financial decisions that matter most.
Meet Ross Atefi
Ross Atefi is the founder of Yatra Wealth Design, an independent fiduciary advisor helping people with $1M-$10M+ portfolios coordinate investments, taxes, retirement, and risk.
- 16+ Years Experience • $80M+ Advised • Independent Fiduciary
- Featured in Investopedia, International Business Times, and Investing.com
Ready to see if Yatra Wealth Design is the right fit?
Schedule a 20-minute introductory call to discuss your situation, what you are trying to solve, and whether coordinated wealth management makes sense for you.
Schedule a 20-Minute Intro Call