Office Overview

Susan Jung |

Michael Yoshikami:

Hi, this is Michael Yoshikami, CEO of Destination Wealth Management. Thank you so much for taking time to learn more about Destination Wealth Management. DWM is an investment management firm focused and committed to you. We're a fee-based advisory firm, serving investors with investment management and financial planning services, to help them move towards their financial goals and objectives. Our skilled and dedicated advisory teams staffed by Certified Financial Planners are focused on helping you develop an investment strategy, and a financial plan to help move you towards your financial goals. They're committed to your best interests and work closely together to develop a unique strategy that is appropriate for you and what you're trying to achieve with your investment portfolio. Our internal research team provides proprietary research that we utilize as we develop client portfolios. Combined with a dedicated trading team. It allows Destination Wealth Management to invest portfolios in a way that we believe is prudent and appropriate given today's uncertain times.

Our service team is focused on providing help and assistance when you need it. We are dedicated to providing you an experience that feels as if your concerns and your issues are important to us. We are focused on serving you. That is our only goal and the core mission of our dedicated service team. Destination Wealth Management is a unique firm with a unique culture. And here at the company, we believe it's important to have a culture focused on serving others and serving our community. It's important to us to be a good corporate citizen in our community, and it permeates everything that we do here at Destination Wealth Management.

Thank you so much for taking time to learn more about Destination Wealth Management. We are focused on serving you and everything we do is designed to help you move towards your investment objectives. If you would like to learn more about Destination Wealth Management, please contact us at your earliest convenience. This is Michael Yoshikami, CEO of Destination Wealth Management. Thank you so much.