Desmond Management's Contact Details

Desmond Management's Company Details

Desmond Wealth Management

Walnut Creek, CA, US • 5 - 9 Employees
Financial Services

Desmond Wealth Management is a Registered Independent Advisor and integrated Financial Planning Firm. Our affiliated company; Desmond Consulting Group is a full service Tax and Accountancy Corporation. Together, we strive to build trusted client-centric relationships which last a lifetime.When you engage us to assist you and your family, we listen to better understand your financial and tax circumstances, your goals, your values, your concerns and your fears, to help you take full advantage of your financial resources while minimizing your costs and liabilities. Along the way, we will identify and help you evaluate your choices, so that you may make smart decisions and avoid costly mistakes. We deliver this through discipline, integrity, knowledge, independence, and unrivaled client care.We bring clarity to your unique situation by connecting financial goals with what's truly important to you; your values. You'll receive a personalized approach that simply lifts the burden of financial planning and allows you to make smart choices about your financial future. Our combined approach is both beneficial and efficient for your success.