Lafayette Financial Advisor Services
What makes Destination Wealth Management’s Lafayette financial advisor services1 unique? We know there are plenty of financial advisor firms in Lafayette CA1 — and it can be tough to find the right fit for you.
The following are a few of our strengths and an overview of the resources that allow us to effectively serve you:
- Wealth management is our sole focus. We aren’t salesmen — we don’t work on commission. We make our decisions in the best interests of clients to meet both our legal responsibility as a fiduciary and our personal responsibility to our business philosophy.
- Our Lafayette financial advisor firm 1 focuses on financial planning and assisting our clients in building and protecting their wealth. Our comprehensive financial planning process means that our financial planning and investment management services work together to help you achieve your financial goals.
- Our team is talented, experienced and focused. Our CEO and founder Michael Yoshikami built our firm with a team of financial experts with various industry certifications, advanced degrees and decades of relevant experience.
Communication is key. Markets are currently very volatile. We cannot predict or control the future, but we can make educated and deliberate investment decisions rooted in thoughtful analysis and focused research. This requires constant, two-way communication with each client as we tailor and evolve each client’s plan to meet their individual needs.
When researching financial advisor firms in Lafayette CA1, you need to understand the culture of each company. Destination Wealth Management’s team aims to honor our unflinching values with every decision we make. Our Lafayette financial advisor services1 are grounded in unwavering integrity, persistent discipline, open communication, honesty, unbiased research and a resolute focus on real results.
In order to honor these values while managing your investments, Destination CEO Michael Yoshikami distributes a weekly newsletter for our clients. That’s just one way that our financial advisor services in Lafayette CA1 keep our clients informed. We are always available to answer any questions they have. Our answers are honest, punctual and informed by market trends and research.