Destination Wealth Management is a firm focused on providing the resources necessary for you to successfully move towards your financial goals. Our qualified staff will work closely with you to develop a strategy designed specific to your goals.
ASSETS UNDER MANAGEMENT*
$3,211,516,711
FIRM FOUNDED
1986
# OF CLIENT ACCOUNTS*
5,463
# OF EMPLOYEES*
50+ including 15+ CFP® professionals
NEW CLIENT RELATIONSHIPS
$500,000 minimum
ACCOUNTS CUSTODIANS
Schwab/Fidelity
*as of 12/31/2022
Destination Wealth Management is an Independent Registered Investment Advisor and is not affiliated with Schwab or Fidelity. Registration with the Securities and Exchange Commission or any securities authority does not imply a certain level or skill. Account minimums may be subject to negotiation.
