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Destination Wealth Management
- Investing
- Walnut Creek, CA
About this business
At Destination, we offer our clients a unique experience in a fee-based wealth management firm, first class investment research, disciplined portfolio management, and prudent financial planning advice provided by knowledgeable and experienced advisors. Our portfolio strategies are designed for the unique needs of each of our clients. As a wealth management firm, tailored solutions that meet varied client needs is our highest priority.
Location details
1255 Treat Blvd #900, Ste 900, Walnut Creek, CA, 94597, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Our Way or the Highway Wanted to have them manage a rather large portfolio. They were highly recommended with the owner a very high-profile finance expert. Very murky conversation with a VP on what they do. I checked on them with some who had written reviews and they confirm what I thought: this group is a "my way or the highway" group. Lots of talk about how they follow the market and strategy, but from what I hear, they just create a portfolio for very long-term without any worry about changes in the world. That is not the... read more
Frequently asked questions about Destination Wealth Management
How is Destination Wealth Management rated?
Destination Wealth Management has a 3.4 star rating with 5 reviews.
When is Destination Wealth Management open?
Destination Wealth Management is closed now. It will open on Monday at 9:00 a.m.
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