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  • Could your portfolio be better invested?


     

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Let’s build your financial future together

The path toward your financial future requires a powerful blueprint with Tax Strategies, Investment Protection, and Optimization of Assets.

 

Our Typical Clients 

You're Age 50+ 

You have $2M+ in investable assets 

You fall into one of the 3 categories below:

 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

  • Structure investment plan for retirement
  • Stock Options, Rights & Purchase Plans
  • Create tax-efficient income
  • Income Tax Reduction

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 Surviving Spouse

Recent widows and aging couples planning for the well-being of the surviving spouse.

  • Identify your financial assets and update your balance sheet.
  • Track all your expenses and monitor cash flow.
  • Determine whether to hold on to or sell key assets, like your home.
  • Ensure you’re receiving all the government and tax benefits you’re entitled to.
  • Tax Savings Strategies

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Life by design, not by default

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

Get a Free Risk Assessment

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.

OSP

Ongoing Strategic 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

Tax Management

We understand that taxes can be the largest expense investors incur, therefore, we continually educate ourselves on the latest complex tax rules, regulations, and emerging laws allowing our Team to offer effective solutions, resulting in significant tax savings for our clients.

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Our Team

Leadership and Accountability.

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

Photo of team member

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, Greg is a successful CPA and Certified Financial Planner (CFP)® with over 35 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
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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
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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
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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
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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
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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 15 years of Accounting/Bookkeeping experience.

Nancy's responsibilities include coordinating the tax data intake and tracking all phases of tax return preparation until the final distribution of completed returns to our clients. 

Bio

News and Insights

We've got the resources to keep you informed.

 

WealthMatters Blog
 

Market Reports
 

Videos

 

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Get a Free Risk Assessment

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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