D360 is our system that was designed to look at your financial and investment life from a holistic perspective. It's important to us to be a resource to you as you move towards your financial goals. D360 is a coordinated strategy to help you as you address all of your financial concerns.

 

Streamline Your Financial Affairs

  • One point-of-contact supported by a team of specialists
  • Integrated approach for complex needs
  • Personalized and customized service
  • A full 360˚ overview of your strategic plan 

 

Life Map

Destination Wealth Management Life Map is designed to provide you a visual summary of your overall investment and financial landscape. It’s a great way to keep track of what’s important to you as you move forward with your investment strategy. Your DWM Life Map will point the way forward as you move towards your planning objectives.

Financial Planning

The CERTIFIED FINANCIAL PLANNER™ designation is the pinnacle for financial planning practitioners. We are proud to have on staff many CERTIFIED FINANCIAL PLANNER™ Professionals that are well qualified to discuss with you your goals and objectives. Complementary financial planning is a hallmark of Destination Wealth Management’s offering*.

In-House Research

Our in-house Research Team conducts stock analysis, reviews economic and market conditions, and constructs portfolios that we believe are appropriate for today’s complex financial environment. Our Research and Portfolio Trading Teams have access to institutional research and make informed but independent decisions. 

Communication

Destination Wealth Management believes in transparency as we invest in portfolios and develop financial strategies. We will keep you updated with weekly commentary about market and economic conditions, provide a way for you to access your portfolio through a variety of sources including your phone, tablet, and laptop. Video updates and economic forums are provided to give you the opportunity to learn more about how we are investing portfolios.

Estate Planning/Tax Review

An important part of your overall financial plan includes tax planning issues and estate considerations. Destination Wealth Management can coordinate professionals as you seek to meet your financial objectives and provide thoughts about these issues. Our dedicated CERTIFIED FINANCIAL PLANNER™ Team can speak with you about a variety of issues related to your planning goals.

Tax and estate consultations are provided by DWM and/or legal/tax specialists. Other professionals are engaged as needed. 

Stress Test

Our stress test is designed to provide you a clear picture of how you are currently invested. We examine a variety statistical measures (including current risk characteristics) designed to give you insight into how you are currently invested. Understanding your portfolio is the key to developing and implementing a portfolio that fits your unique needs.

 *For more information about our offerings, please see our disclosures page.