(800) 947-3864 https://www.destinationwm.com/ — This video features a short introduction from Destination Wealth Management, a financial planning advisory firm serving clients in Sunnyvale and elsewhere in Santa Clara County California such as Santa Clara, Campbell, Cupertino, Los Altos, Palo Alto, Saratoga, and San Jose.
Our office is located at:
1255 Treat Blvd.
Walnut Creek, CA 94597
What makes destination wealth management unique?
True Wealth Management
We offer true wealth management combining both financial planning and portfolio management which we feel is the best path for building and maintaining wealth today and for the future.
We only do wealth management. We don’t sell other products or services. We are fee only; no commissions. We are privately owned. As a fiduciary, we have the legal responsibility to make decisions in the best interest of our clients.
We focus on financial planning which is key to building, growing and protecting your wealth. We provide comprehensive financial planning to address a broad range of financial issues.
We have our own in-house investment research and portfolio trading teams with access to institutional research that make informed but independent decisions.
Relationship + Communication
Each client has a dedicated wealth advisor. We are proactive with communications to clients to keep them informed.
You can learn more about this process, too, by connecting with one of our Sunnyvale financial planning advisors and arranging for a free consultation. Call our offices today!
You may discover more about us on social media at:
Our Bloomberg profile can be found here: https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=23502492
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When you are ready to discover more about what makes Destination Wealth Management unique, and how our firm can serve you, then you are welcome to call us or visit this page: