An Integrated Solution

Desmond Wealth Management, Inc a Registered Independent Advisor and our affiliated company Desmond Consulting Group (a full service Tax and Accountancy Corporation) work together to identify and help you evaluate your choices, allowing you to make smart decisions and avoid costly mistakes.

When you engage us to assist you and your family, we have your complete financial, investment and tax situation in mind. We specialize in integrating financial planning, investment management, and tax management for our wealth management clients.

We take a holistic and synergistic approach. By integrating tax services and financial planning with sound and disciplined investment management, you increase the probability of achieving your goals and objectives while minimizing taxes and optimizing cash flow. It all adds up in your favor.  

We take the time to ask good questions and actively listen so we can carefully coordinate your financial resources with your values, goals, relationships, interests, willingness and need to take risk.

Simply, our advice and service is centered around you, not Wall Street.