Features | Aug. 2023
STEVEN ESPOSITO: YELLOWSTONE WEALTH MANAGEMENT
By Mitch Hurst
PHOTOGRAPHY BY JAMES GUSTIN
Wealth management isn’t just a profession to Steven Esposito. He considers it a hallowed responsibility, and it shows in his values and how he serves his clients. Esposito knew in high school that he wanted to be a wealth manager, and today he is the founder, President, and Managing Director of Yellowstone Wealth Management in Lake Forest. Esposito says wealth management isn’t about chasing hot stocks; it’s about risk management and maintaining confidence in portfolios for Yellowstone’s clients. He works closely with an experienced team that includes Kate Baness, Director of Client Experience; Stephanie Esposito, Chief Operating Officer, Managing Partner; and Melissa Esposito, Client Associate. Yellowstone’s unique business model utilizes back-office support from Wells Fargo Advisors Financial Network while maintaining the independence to serve clients at a highly individualized level and address each client’s unique needs. Esposito is committed to the Lake Forest and surrounding community and supports charities such as the national Tunnels to Towers Foundation and the Mothers Trust Foundation in Lake Forest. He is a recipient of Forbes Best-in-State Wealth Advisor from 2019-2022.* Esposito likens his approach to wealth management to a health care concierge and a physician that doesn’t have to answer to hospital administrators. “They determine what a patient needs,” he says. “I do the same with my clients. I listen to what makes them tick.”
For more information, visit yellowstonewm.com.
Steven Esposito’s minimum account value starts at $1,000,000. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Yellowstone Wealth Management is a separate entity from WFAFN. Yellowstone Wealth Management is located at 100 N. Field Drive, Suite 120 in Lake Forest, 224-880-0850, yellowstonewm.com.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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