Official Introduction

Michael Yoshikami:

Hello. This is Michael Yoshikami, CEO of Destination Wealth Management, and I wanted to take a moment to offer you a warm welcome to DWM. Our focus is on you, and I wanted to share with you four goals we will pursue as we serve you as your investment advisor.

First, you will always be at the center of what we do. Our focus is on your needs, your goals, your objectives, your portfolio, your questions. Second, we are focused on your unique goals. We recognize that every person is unique with a unique set of objectives and challenges. Our commitment is to make sure our portfolio strategies and our planning solutions are adapted to your situation to make sure it fits your unique circumstances. Third, we are focused on exceeding your expectations. We recognize that every person has a set of expectations as they work with an investment manager or an investment advisor, and we will do our best to provide what you are looking for as your trusted resource. Fourth, we will communicate on a regular basis and be transparent as we operate as your investment advisor. We believe strongly that communication is the key to a great relationship, and you can expect from us continuous and ongoing communication as we invest your portfolio strategy and help you with your financial planning needs.

As CEO of Destination Wealth Management, I wanted to personally greet you and give you assurance that we will do all we can to meet your expectations. If you ever have any questions, any concerns, feel free to reach out to us. We welcome the interactions with you and we are open to any questions that you might have. We look forward to serving you and look forward to a great relationship as we help you move forward towards your investment goals. Thank you very much.