Berkeley Wealth Management Advisors & Consultants
With access to Berkeley wealth management advisors1 at Destination Wealth Management, you can put yourself on the path to reaching your financial planning and wealth building goals.
That’s exactly what we invite you to do here at Destination Wealth Management, where our Berkeley wealth management consultants1 provide comprehensive solutions that include both financial planning and investment management.
When you work with our wealth management advisors in Berkeley CA1, you are getting the close, personal attention of wealth building advisors. Our team consists of men and women with advanced degrees and decades of combined experience in the financial industry. We have a true passion for identifying your personal wealth building goals and then tailoring a plan to get you there.
Selecting wealth management consultants in Berkeley CA1 to handle your wealth management solutions can be a difficult process. After all, these are the professionals that have your financial future in their hands. Destination Wealth Management will attempt to put those uneasy feelings to rest in a number of ways:
- We act as a fiduciary for you, which means that we are legally bound to make decisions that are in your best interest — not what might benefit our organization.
- Our Berkeley wealth management advisors1 deal with exactly that — wealth management, and nothing else. Our team is not in the business of selling you financial products. We don’t operate on commissions — it is fee only so there are no incentives to select certain investments over others.
- Each of our clients has a dedicated wealth advisor. You deserve a familiar, friendly face to help you determine appropriate wealth management solutions for you. Not only will you be assigned to a Berkeley wealth management consultant1, but we are very proactive in our communication efforts. We want you to remain in the know about your financial future as much as possible.
At Destination Wealth Management, we know that the destinations of our clients all look very different. We love that about our work — no two clients are on the same journey.
Our Berkeley wealth management advisors1 are ready to help you on yours. Get started right now by scheduling a consultation with a member of our team.