Destination Wealth Management

★★☆☆☆
  • 1255 Treat Blvd 900

    Walnut Creek, CA 94597

    Map & Directions
  • 925-935-2900

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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 market we have now and I do not want my $1.7 mill plan locked into some 10-year investment. I would not recommend them if you follow the market at all. They are for people who do not want to ever think about their money and trust the markets will perform as they always have. That's like saying: "I have a nice flip phone. Gee, that should last me for the rest of my life". Really? No.

2
★★☆☆☆

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 market we have now and I do not want my $1.7 mill plan locked into some 10-year investment. I would not recommend them if you follow the market at all. They are for people who do not want to ever think about their money and trust the markets will perform as they always have. That's like saying: "I have a nice flip phone. Gee, that should last me for the rest of my life". Really? No.

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