Referrals

Thank you for your support. Referrals mean the world to us! 

Referrals are welcome! 

Referrals are the cornerstone of Desmond Wealth Management, Inc. Our firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!

Absolute Confidentiality 

Since your referrals are generally family, friends and business owners you are well acquainted with, you may have some concern that your matters will be discussed with the new clients that you refer. This office guarantees the confidentiality of client information. Your personal, financial and tax data will not be shared with anyone else. 

An Expression of Confidence 

When you refer clients to us, you are expressing your faith and confidence in the wealth management services that we offer and will continue to provide to you.

You may have: 
• Business associates who need professional accounting and tax planning assistance, 
• Family and friends who struggle to do their own taxes and investments or 
• Others, yet, who want to experience financial independence knowing that they will have what they need, to accomplish what they want.

No matter who you refer, rest assured that their individual needs will be handled in the same professional manner as yours have been.