Decades of Wealth Management Experience… At Your fingertips
An Integrated Solution - Your 411 and 911 for all things Financial
Desmond Wealth Management, Inc., a Registered Independent Advisor, and our affiliate 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 risks.
Simply, our advice and services are centered around you, not Wall Street.
Meet Our Team
Click each team member to read their bio and learn how their experience works to support your success →
Gregory M. Desmond | President/Senior Wealth Advisor CPA/PFS, CFP®
Cynthia T. Rae Lusk | Business Operations Manager/Paraplanner JD, EA
Mitchell Struthers | Wealth Advisor Analyst CPA, CFA
Jacque LeFore | Certified Financial Planner CFP®
Sudha Pandurangan | CPA Tax Manager CPA, CA, EA
Joy Maze | Client Service Representative
Nancy Burciago | Tax/Accounting Customer Service Representative
Katherine Howard | Operations Specialist
Our clients are successful and deserve their ideal future.
Many are rooted in the Bay Area and want to make sure they can continue their vibrant lifestyle throughout their retirement.
We share this desire for our own Team who are also deeply rooted in the Bay Area. We encourage our clients to dream big and then we listen, clarify what we have heard, and assist our clients in implementing their financial, tax, and investment plans throughout the year. Clients value our Tri-Annual Planning that keeps their financial future on track.
