Michael Yoshikami, founder and CEO of Destination Wealth Management (formerly YCMNet), has been our financial advisor for 14 years - and we are delighted with the success of our portfolio,...
Encompass Wealth Management Group
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Worst mistake we ever made, horrible communication, disastrous stock purchase decisions, Above industry monthly fees, You have literally " No" input once you sign up! They make very bad decisions...
Thought I had vetted them well by calling clients of theirs for recommendations; meeting with their advisor, and feeling comfortable with Michael Yoshikami as the principal in the organization....
I totally agree with Dorian. After a long time of watching profits go, Dorian is right - they are totally into hold hold hold . They may be too timid to take profits or to let a losing position...
A really personal and very knowledgable team, they've really helped me organize and plan out my long-term financial goals. Caroline Egan, my advisor, is particularly great, and always keeps me in...
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