Lafayette Wealth Management Advisors & Consultants
Here at Destination Wealth Management, we realize that selecting the right Lafayette wealth management advisors1 is more complex than selecting a traditional service provider. These are the professionals that you will be trusting with your financial future — and that’s not an obligation our staff takes lightly.
Destination Wealth Management and our Lafayette wealth management consultants1 can be a valued resource when it comes to getting a plan in place to help you achieve your wealth building goals. Our wealth management advisors in Lafayette CA1 weave together financial planning and investment management to create a comprehensive plan to reach your unique financial goals.
Lafayette wealth management advisors1
At Destination Wealth Management, we love the opportunity to sit down with potential clients. Not to try to sell them our services, but to listen to them. This is the first step in financial planning and wealth management, and it’s a step that all too many advisors gloss over.
Our wealth management consultants in Lafayette CA1 want to learn about your unique goals so we can go to work creating the path to help you reach your destination.
Our staff of Lafayette wealth management consultants1 work to establish trust amongst clients in a variety of ways.
- For starters, our wealth management solutions are just that — we offer only wealth management services. We don’t sell financial products or services at a commission.. We want to be your trusted ally.
- As your fiduciary, our advisors are legally obligated to make decisions that are in your best interest — and that’s exactly what we do.
- We invite you to get to know the members of our team. We have assembled a truly dedicated and accomplished group of advisors — many of which have earned financial professional certifications and advanced degrees, as well as decades of combined experience in the financial industry.
The relationship between you and your Lafayette wealth management advisors1 should be a close one. We invite you to start establishing that trust with our team by consulting with the staff at Destination Wealth Management today.