Destination Wealth Management is a firm focused on providing the resources necessary for you to successfully move towards your financial goals. Our qualified staff will work closely with you to develop a strategy designed specific to your goals.

 

ASSETS UNDER MANAGEMENT*

$3,701,661,223

as of 12/31/23

FIRM FOUNDED

1986

# OF CLIENT ACCOUNTS*

5,463

# OF EMPLOYEES*

50+ including 15+ CFP® professionals

NEW CLIENT RELATIONSHIPS*

$500,000 minimum

ACCOUNT CUSTODIANS*

Schwab/Fidelity

 

*Data presented is as of 12/31/2023. Destination Wealth Management is not affiliated with Schwab or Fidelity. Minimum portfolio size is $500,000, subject to Advisor discretion.  For additional information regarding services, fees, and related disclosures, please refer to Advisor’s Form ADV, Part 2A Brochure. Investment advice is provided by Destination Wealth Management (DWM), an Investment Advisor registered with the Securities Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training.