Disclosures: General Disclosures
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.
Investment advice is provided by Destination Wealth Management (DWM), an Investment Advisor registered with the Securities Exchange Commission (“SEC”). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. A copy of the firm’s ADV is available on request.
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.
Past performance is no guarantee of future results. Individual performance results will vary. The information provided herein reflects the views of Destination Wealth Management as (“DWM”) of the date of this broadcast. Such views are subject to change at any point without notice. Information and data provided herein was obtained from third party sources believed to be reliable but we do not warrant or guarantee the accuracy or completeness of the information. This broadcast is being shared for informational purposes only and should not be considered a recommendation to buy or sell any securities. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Destination encourages you to consult with a professional financial advisor prior to making any investment decision.
Investors cannot make any direct investment in any index.