Destination Wealth Management
SEC RegisteredDestination Wealth Management is your comprehensive financial strategy solution.
About the firm
Destination Wealth Management is a fee-only, independent, fiduciary investment advisor offering wealth management services that combine financial planning and portfolio management. The firm provides a 360° range of services, including proprietary research, estate planning, tax review, and stress test analysis, to help clients implement effective wealth management strategies. DWM strives to serve clients through deep and meaningful relationships that last for generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Destination Wealth Management offers financial planning, investment management, proprietary research, estate planning and tax review, stress test analysis, retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Who they serve
Individuals and families seeking comprehensive wealth management strategies, including financial planning and portfolio management.
Leadership
Office locations
Advisors at this firm
40 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.15% |
| Next $500,000 | 0.98% |
| Next $1m | 0.93% |
| Next $1m | 0.88% |
| Next $1m | 0.83% |
| Next $1m | 0.78% |
| Flat: $5M-$10M | 0.75% |
| Flat: $10M-$15M | 0.70% |
| Flat: $15M-$20M | 0.65% |
| Flat: $20M+ | 0.60% |
Data as of July 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Destination Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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