Destination Wealth Management

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Destination Wealth Management DWM is a fee-based wealth management firm that provides financial planning and portfolio management.

See important disclosures here: www.destinationwm.com/disclosures.

10/15/2026

In this week's video update, Michael Yoshikami explains why focusing on valuations rather than market sentiment can help investors make more informed decisions https://bit.ly/4hVwc4E.

10/08/2026

What can the 10-year Treasury yield tell investors about inflation? Michael Yoshikami explains why it is one of the key economic indicators DWM watches https://bit.ly/4yepPQ6.

10/01/2026

Markets and economic conditions are constantly changing, which is why maintaining a diversified portfolio across asset classes, market segments, and investment styles can be an important part of navigating uncertainty. Watch this week’s video with Michael Yoshikami here: https://bit.ly/4diflrg.

09/25/2026

Markets do not just react to today’s headlines; they react to what those headlines could mean for the future. Michael Yoshikami explains why seemingly good or bad economic news can sometimes produce an unexpected market reaction. Watch here https://bit.ly/4hegbYp.

09/17/2026

Managing investment risk isn’t about eliminating risk entirely, it’s about balancing different risks, including market volatility and inflation. Watch more here https://bit.ly/4yJpkOn.

09/11/2026

Rising U.S. debt may create long-term economic headwinds, making thoughtful portfolio positioning even more important for investors. Watch more here https://bit.ly/3UNLWPf.

09/03/2026

This week, Michael Yoshikami explains how circular financing can influence technology valuations and why investors should keep an eye on the risks. Watch here https://bit.ly/4gSBZHP.

08/28/2026

Rising U.S. debt could have long-term implications for economic growth, interest rates, and investment strategy. Michael Yoshikami discusses what investors should be watching on this week’s video https://bit.ly/4cfNyY3.

08/20/2026

AI may boost corporate efficiency and profits in the short term, but if it displaces enough workers, reduced consumer spending could become a major headwind for economic growth. Watch more here https://bit.ly/45EzdAI.

08/13/2026

On this week’s video update Michael Yoshikami talks bonds. Here is a simple way to understand how credit quality can affect both your potential yield and your ability to sleep at night. Watch the full video here https://bit.ly/4ql9DKC.

Address

1255 Treat Boulevard, Ste 900
Walnut Creek, CA
94597

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 1pm

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