The Kotarba Wealth Management Group - UBS Financial Services Inc.

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1255 Treat Blvd Ste 1000
Walnut Creek, CA 94597
+1 (925) 746-0256
https://advisors.ubs.com
At Destination, we offer our clients a unique experience in a fee-based wealth management firm; first class investment research, disciplined portfolio management, and prudent financial planning advice provided by knowledgeable and experienced advisors. Our portfolio strategies are designed for the unique needs of each of our clients. As a wealth management firm, tailored solutions that meet varied client needs is our highest priority.
We can help you embrace your financial future

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Reviews

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2.58 reviews
Sue P.
12/15/2014

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,...

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brad s.
11/17/2023

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...

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Dorian H.
9/2/2011

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....

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Afton S.
10/25/2011

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...

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Nish N.
3/3/2005

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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"We were referred to Jason by another advisor who retired. Jason is beyond reproach. We couldn't be happier. He spends the time required and is always available to answer our questions."
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