Mountain View Investment Management Consultants
The Mountain View investment management consultants1 at Destination Wealth Management are a true wealth management team. We combine both aspects of handling wealth — portfolio management and financial planning.
What this means is there is no need to trust your financial planning with one firm and your investments with another. The investment management consultants in Mountain View CA1 with Destination Wealth Management can handle it all.
Our team members work on a fee-based compensation model
When you use the investment management services in Mountain View CA1 offered by Destination Wealth Management, you get a fee-only service. What this means is that instead of earning a commission from products sold to clients, we simply charge a flat fee.
When you choose commission-based Mountain View investment management services1, you run the risk of receiving biased advice. Adopting a fee-only approach with our clients means that Destination Wealth Management won’t benefit from selling you specific products – including those you might not need. Instead, we only advise on what will work best for our clients — not for us.
Work with an independent firm with proven resources
As an SEC registered firm, our Mountain View investment management consultants1 are legally bound to offer only advice that puts our client’s wellbeing ahead of all else. What this means is that you can trust Destination Wealth Management to always be looking out for you to help you get to your desired destination.
By combining both financial planning and investment management consultants in Mountain View CA1, we are able to offer well-reasoned solutions to maintain, and grow, your wealth. We also tailor this service to properly account for your unique needs and goals. This is what makes Destination Wealth Management a comprehensive wealth management firm.
If you want Mountain View investment management consultants1 that will always put your interests first, call Destination Wealth Management today. Schedule your consultation to see how our team can help you reach your financial ”destination”!