Desmond Wealth Orion client portal provides secure 24/7 access for current Wealth Management clients. Clients are able to access their portfolio performance, quarterly statements, risk profile, and advisor commentary. The client portal also allows secure access to the client's eMoney vault.
eMoney is our financial planning website. It is a meaningful way to gain informational, not transactional access to one’s finances. The site has a full financial library, and a secure document vault for financial, legal and other important documents.
Assets that you entrust to our firm are placed in custody with Fidelity Institutional Wealth Services.
Efficient, real-time communication with our Team from wherever life happens to take you. Utilizing Zoom to facilitate screen sharing and video conferencing, we are able to build your financial future together.