Santa Clara Financial Advisor Services
When you are looking for professional Santa Clara financial advisor services1, be sure to find a firm that will give you the personalized attention that you deserve. Your financial security and peace of mind are on the line —work with a team that provides you with all the resources needed to establish, grow and protect your money.
Those who are looking for financial advisor firms in Santa Clara CA1 often find Destination Wealth Management to be an attractive option. We are an independent registered investment advisor that currently manages over 4,200 client accounts and has over $2.2 billion in client assets under management2.
Our team strives to provide financial advisor services in Santa Clara CA1 that are comprehensive and account for a wide array of financial issues that can have an impact on your wealth building strategy.
Our teams are your teams
Because we are one of the firms that blend investment and financial planning — what we consider to be comprehensive wealth management — we equip each client with specialized teams. These include:
- Advisor team
- Research team
- Tactical strategy team
- Operations team
From discussing your ultimate wealth building goals to developing portfolio strategy and implementing investment management, Destination Wealth Management ensures that the professionals behind our Santa Clara financial advisor services1 are qualified, experienced and knowledgeable to help you in each important area of wealth management.
Learn more about how Destination is different from other financial advisor firms in Santa Clara CA1
We want to thank you for considering Destination Wealth Management to act as your fiduciary in growing and protecting your wealth. We invite you to talk to our team if you have any questions about our wealth building services and to gain insight on what we might be able to accomplish for you with our Santa Clara financial advisor services1. Contact our office today and schedule your consultation!