WHAT MAKES DESTINATION WEALTH MANAGEMENT UNIQUE Wealth Management We offer wealth management combining both financial planning and portfolio management which we feel is the best path for building and maintaining wealth. Independent & Fiduciary We are fee only; no commissions. We are privately owned. As a fiduciary, we have the legal responsibility to make decisions in the best interest of our clients. Planning Focus We focus on financial planning which is key to building, growing and protecting your wealth. We provide comprehensive financial planning to address a broad range of financial issues. In-House Research We have our own in-house Investment, Research and Portfolio Trading Teams Relationship & Communication Each client has a dedicated Wealth Advisor. We proactively communicate with clients to keep them informed. People and Experience We have team members with numerous certifications, advanced degrees, and decades of experience in our Advisor and Research Teams.