Welcome to Destination Wealth Management, where our Berkeley investment management consultants1 are ready to work with you and develop strategies to reach your financial goals.

We specialize in working with high net worth individuals and provide our clients with complete wealth management services. This means bringing together investment management and financial planning for a comprehensive approach to establishing, growing and protecting your wealth.

Our investment management consultants in Berkeley CA1 are ready to guide you on your journey to your financial destination.


Why rely on the Destination team and our investment management services in Berkeley CA1?

There is certainly no shortage of Berkeley investment management services1 available — many of which provide a boiler plate solution to their clients. At Destination Wealth Management we focus on helping our clients build a successfully financial plan that is customized to meet each client’s specific objectives.

When you work with Destination Wealth Management and our Berkeley investment management consultants1, you get:

  • A dedicated, professional staff: Our team consists of professionals that have earned advanced degrees in finance and/or management in addition to a variety of professional certifications, including a team of more than 15 CFP® professionals.
  • Personal service: Our investment management consultants in Berkeley CA1 base their decisions and recommendations to your needs and goals. We don’t provide a one-size-fits-all approach to wealth management — we tailor our service.
  • Independent research: Careful research can be an effective way to protect your portfolio from risk and a volatile market. Destination Wealth Management has invested significant resources into creating our own in-house research team.

This is just a few of the benefits you receive when you work with our Berkeley investment management consultants1. Get to know more about our team by connecting with Destination Wealth Management and scheduling an appointment today!

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