01. About Us
- Fiduciary Investment Advisor
- 15+ CERTIFIED FINANCIAL PLANNER® PROFESSIONALS
- Complimentary strategic financial planning
- Proprietary Research Department
- Adjustable strategy based on personal situation
- Consistent clear communication
- Committed to the community
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
