Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

October 06, 2015 8:16 PM ET

Capital Markets

Company Overview of Destination Wealth Management

Company Overview

Destination Wealth Management is an employee owned investment manager. The firm also provides wealth management services including tax planning, estate planning, retirement planning, and additional planning services to its clients. It primarily provides its services to individuals. The firm also caters to high net worth individuals, pension and profit sharing plans, and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity, fixed income, and alternative investments markets across the globe. It invests in value and growth stocks of small cap, mid cap, and large cap companies. For the fixed income porti...

1255 Treat Boulevard

Suite 900

Walnut Creek, CA 94597

United States

Founded in 1986





Key Executives for Destination Wealth Management

Chief Executive Officer, Founder, and Chairman of Investment Strategy Board
Age: 55
President and Managing Principal
Managing Director and Senior Partner of Wealth and Investment Strategy Communications
Executive Vice President, Executive Partner, Chief Investment Strategist, and Portfolio Manager
Senior Vice President, Senior Investment Analyst, and Multi-Sector Research Analyst
Compensation as of Fiscal Year 2015.

Similar Private Companies By Industry

Company Name Region
Vista Point Advisors, LLC United States
Corporate Business Investment Inc. United States
Nova Capital Global Markets, LLC United States
Spinel Finance, LLC United States
KKR & Co. L.P., Investment Banking Arm United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Destination Wealth Management, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at