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  • Planning should SIMPLIFY your life, not complicate it.


     

  • We partner with you, to BUILD a great life.


     

  • We want what YOU want!


     

  • We know what you’re looking for. Let’s get STARTED.

     

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Let’s build your financial future together

The path towards your financial future requires a powerful blueprint to design, build, and protect your wealth.

Our Typical Clients

 Business Owners & Professionals

Entrepreneurs, Healthcare Providers, Consultants, Engineers, Attorneys, and Busy Professionals

  • Retirement & Pension Planning
  • Entity Structure
  • Tax Savings Strategies
  • Business Succession

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 Corporate Executives

Pre-Retirement & Retired Executives, Managers, and Directors

  • Retirement Planning
  • Stock Options, Rights & Purchase Plans
  • Deferred Compensation
  • Income Tax Planning

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Life by design, not by default

Every client is unique, but our Wealth Management client experience is always the same.

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WM

Wealth Management

IC

Investment Consulting

The comprehensive management of all investment elements to maximize the probability of achieving that which is important while managing the risk and tax elements of the portfolio.

AP

Advanced Planning

The path towards your financial future requires a clear vision and detailed plan. Taking every factor of this important process into account, our innovative approach includes estate planning, investment and tax strategies, and business succession planning.

RM

Relationship Management

We use a proactive approach working with you and your professional network of advisors to coordinate a team effort on your financial issues.

Home

Our Team

Leadership and Accountability.

We have your complete investment, tax, and financial blueprint in mind.

Gregory M. Desmond

President / Senior Wealth Advisor

CPA/PFS, CFP®
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Gregory M. Desmond

Founder of both Desmond Wealth Management and Desmond Consulting Group is a successful CPA and Certified Financial Planner (CFP)® with over 30 years of experience. He has earned the CPA specialty designation of Personal Financial Specialist (PFS); a designation held by less than 5,000 CPA’s nationwide.

With the increased demand of clients seeking a trusted adviser, Greg founded both companies to serve as a personal CFO; taking care of all the critical areas of a client’s financial picture – income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning, business formation and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants, and Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News commenting on the effects of markets on retirees.

Greg received a Bachelor’s Degree in Economics from UC Santa Barbara, and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank and ARF.

Bio

Cynthia T. Rae Lusk

Business Operations Manager / Paraplanner

JD, EA
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Cynthia T. Rae Lusk

Cynthia T. Rae Lusk is the Business Operations Manager and Paraplanner for both Desmond Wealth Management and Desmond Consulting Group. Cynthia is the main point of contact for all clients engaged in our investment, financial planning or tax accounting services. Having complete and accurate financial information is essential in building any plan, and Cynthia manages the important process of gathering your financial data and then drives the ongoing process of monitoring each client’s custom implementation steps necessary to achieve their financial and life goals. Cynthia also manages operations, compliance issues and IRS resolutions.

Cynthia graduated from Lincoln Law School with a Juris Doctorate and holds a Bachelor of Arts degree in Political Science from CSU, Chico. Cynthia is enrolled to practice before the Internal Revenue Service as an Enrolled Agent having unlimited practice rights before the IRS.

Bio

Mitchell Struthers

Wealth Advisor Analyst

CPA, CFA
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Mitchell Struthers

Mitchell Struthers is a CPA and a CFA who is a financial professional with over 30 years of experience in corporate finance.  Joining us in 2014, Mitchell serves as the Wealth Advisor Analyst for both Desmond Consulting Group and Desmond Wealth Management. Mitchell adds to your experience by supporting the efforts of our team to identify tax inefficiencies and by offering specialized knowledge of all the business and tax law essential to implement your plan.

Mitchell earned his Bachelor’s in Finance (Summa Cum Laude) from the Wharton School of the University of Pennsylvania, a Masters of Science in Economics from the London School of Economics and Political Science, as well as credentials as a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA).

Bio

Jacque LeFore

Certified Financial Planner

CFP®
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Jacque LeFore

After graduating with a Bachelor of Science in Mathematics from Oregon State University in 1991, Jacque worked in the insurance industry as a financial planning professional. In 2002, Jacque LeFore earned his CFP® certification.

Jacque has an in-depth understanding of financial models and projections and effectively uses his knowledge of insurance products, tax issues and stock options to prepare comprehensive retirement plans for Desmond Wealth Management clients.

Bio

Joy Maze

Client Service Representative

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Joy Maze

Joy joined Desmond Wealth Management in 2014, and works closely with our new clients, helping welcome and orient them to our firm. She also spearheads setting up investment management accounts, distributing quarterly statements and invoices, handling clients’ money-movement requests, and coordinating client appreciation events.

Joy is a graduate of UC Berkeley with a Bachelor of Arts in Social Science and has a Masters of Science in International Business from St. Mary's College.

 

Bio

Katherine Howard

Operations Specialist

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Katherine Howard

Katherine joined Desmond Consulting Group in 2016 as our Operations Specialist. Katherine has over 15 years’ experience in administrative operations.   Katherine is primarily responsible for distribution of client tax returns, maintaining our website, blog and other social media channels.

Bio
Photo of team member

Nancy Burciago

Tax/Accounting Customer Service Representative

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Nancy Burciago

Nancy joined Desmond Consulting Group in 2018 primarily as our Tax/Accounting Customer Service Representative. She comes with over 12 years of Accounting/Bookkeeping experience and has a Bachelor of Science in Finance and Accounting (05/98) from Dominican University of San Rafael.

Nancy's responsibilities include coordinating the tax data intake, tracking all phases of tax return preparation until the final distribution of completed returns to our clients. She also assists the Accounting Team with our monthly business client bookkeeping reconciliations and accounting reports.

Bio

News and Insights

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WealthMatters Blog
 

Market Reports
 

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Recommended Reading

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Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

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