Oakland Investment Management Consultants
If you are looking for Oakland investment management consultants that put your interests first, then we invite you to consult with the team at Destination Wealth Management.
We know that trust is arguably the most important aspect of an advisor-client relationship. The team behind our independent firm has been serving as investment management consultants in Oakland CA1 since opening for business in 1986, and we have worked hard to establish a strong track record of trust over the decades.
An honest, fresh approach to investment management services in Oakland CA1
Destination Wealth Management provides comprehensive wealth management — combining both investment management and financial planning in an integrated approach. Some of the highlights of our Oakland investment management services1 include:
- We are independent Registered Investment Advisors. We are privately owned and our firm does not get compensated on commission.Our advisors are not incentivized to sell you financial products and services that you might not need. Instead, our Oakland investment management consultants1 help select the solutions that are right for you.
- As a fiduciary, our investment management consultants in Oakland CA1 are obligated by law to make financial decisions that are in your best interest. We engage in honest, insightful and transparent decision-making motivated only by the need to support you.
Scheduling a consultation appointment is a great way to get to know more about Destination Wealth Management and the Oakland investment management consultants1 we have on our team. We invite you to bring us your questions, concerns and information about your financial goals, and we can provide you with insight on what we can do for you. Thank you for considering Destination Wealth Management.