Client Portal Login
Sign In to access the Desmond Wealth Management/Desmond Consulting Group client communication dashboard.
Desmond Wealth Management and Consulting Group have created a simple place to conduct secure client communications in a manner that simplifies life. Our system provides a secure, intuitive client portal that is user-friendly, even to those who aren’t tech-savvy. Everything in one place: you can electronically sign documents, complete organizers, and sign contracts without going to multiple websites - all from the comfort of your mobile phone or computer. It provides the secure exchange of information & the safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real-time. If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list. The client portal is mobile-friendly, so you can access it anytime, anywhere!
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.