01. About Us

02. Our Philosophy

  • Focused on the risk and return
  • Collaborative relationship
  • Tailored solutions for unique circumstances
  • Open and transparent discussion regarding investment strategy
  • Belief and consistent review and discussion
  • Long term perspective
  • Research and economic analysis is important
  • Examining complete financial picture is important

03. Our Process

  • Listening and understanding current circumstances
  • Discussion of potential alternatives
  • Work closely together to develop an appropriate plan and investment strategy
  • Discussion prior to implementation
  • Consistent review of strategy by Research Team
  • Discussion with clients regarding status of strategy and potential future adjustments

 

Our D360 Services

Destination Wealth Management provides a 360° range of services to help identify and implement the most effective wealth management strategies for you and your family.

  • Life Map
  • Financial Planning
  • Proprietary Research
  • Communication
  • Estate Planning/Tax Review
  • Stress Test

Learn More

 

Awards and Recognition

Awards were granted by independent third parties using their own selection methods, without any fee paid by DWM for consideration or selection. They are not indicative of future results, do not guarantee investment performance, and may not reflect any particular client's experience.

Worth’s Top RIA Firms

2025 CNBC’s Financial Advisor

2026 Barron's Advisor Hall of Fame

 

 

DWM was included in the Worth Media Group’s Top RIAs For of 2025. The list is created and tabulated by Worth Media, in collaboration with Institutional Shareholder Servies (“ISS”). No compensation was provided by DWM to Worth Media or ISS in connection with receiving this ranking. More information about the methodology is available here.

 

 

 

DWM was included in the CNBC’s Financial Advisor 100 ranking list published on October 1, 2025. The list is created and tabulated by CNBC through a blend of data analysis and editorial review. No compensation was provided by DWM to CNBC in connection with receiving this ranking. More information about the methodology is available here.

Mr. Yoshikami was included in the Barron’s Hall of Fame Advisors ranking list published every two years. No compensation was provided by DWM to Barron’s in connection with receiving this ranking.