Destination Wealth Management is a registered Investment Advisory firm, registered with United States Securities and Exchange Commission. In addition, the firm maintains a notice filing with the states of Arizona, California, Colorado, Hawaii, Nevada, New York, Oregon, Texas, and Washington. The presence of the Website on the Internet shall in no direct or indirect way raise any inference that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing. This Website should not be construed as solicitation or offer to solicit investment advisory clients in any state other than the states in which we maintain a notice filing. For details on Destination Wealth Managements' ability to work with you in your particular state, please contact Destination Wealth Management to discuss your particular situation and geographical location.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.
Barron’s ranking of the “Top 100 Independent Advisors” is based on assets under management, the quality of the advisors’ practices, and the revenue they generate for their firms. Investment performance isn’t an explicit criterion, since clients’ investment objectives differ; for some clients, simply keeping abreast of inflation is sufficient. The scoring system assigns a top score of 100 and rates the rest by comparing them to the top-ranked adviser.