Santa Clara Wealth Management Advisors & Consultants
Destination Wealth Management has Santa Clara wealth management advisors1 that offer a unique approach in handling your financial planning and investment portfolio needs. We are an independed, fee-only RIA and receive no commissions, giving us the freedom to work only for you, our client.
Let's face it, wealth management solutions may be offered by many banks and other financial companies. It’s the strong team of professionals and their focus on the client that set our Santa Clara wealth management consultants1 apart from other financial and wealth management firms.
Unbiased, independent wealth management
Destination Wealth Management has been offering wealth management solutions since 1986 and has grown to over 50 employees in that time. We have wealth management consultants in Santa Clara CA1 dedicated to independent market research and tactical strategy. Our team of Santa Clara wealth management advisors1 are ready to build a roadmap to help you reach your destination.
Our firm's founder and CEO, Michael Yoshikami, has been nationally recognized by a number of different agencies and publications. His leadership and dedication have inspired client trust for decades.
Santa Clara wealth management consultants1 with community consciousness
The Destination Wealth Management advisors in Santa Clara CA1 are prepared to work with you on your financial goals and help you achieve the future you envision. It doesn't matter if you have a vision of a simple life on a sailboat or if your goal is to leave a financial legacy for generations to come. Our team of experts is ready to work with you to help you successfully reach your financial destination..
If you are looking for Santa Clara wealth management advisors1 who share your values, take a look at how Destination Wealth Management gives back to the community. Our team supports such charitable organizations as Operation Freedom Paws, The Pat Tillman Foundation and UCSF Benioff Children's Hospital. We encourage our employees to participate by joining campaigns such as Shock Your Server. It is our independent dedication to our clients and our community that truly makes Destination Wealth Management unique. Call us today to schedule a free consultation and see how we can help in your financial journey.