Desmond Wealth Management, Inc.

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Investment Management, Financial Services, Financing Consultants

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Today: 8:00 am - 6:00 pm

Tomorrow: 8:00 am - 6:00 pm

37 Years

in Business

(925) 932-1994Call Visit WebsiteVisit Website Map & DirectionsDirections1850 Mt Diablo Blvd Ste 630Walnut Creek, CA 94596 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 6:00 pm

Places Near Walnut Creek with Investment Management

Lafayette (5 miles)
Pleasant Hill (6 miles)
Alamo (6 miles)
Moraga (9 miles)
Concord (9 miles)
Danville (10 miles)
Orinda (10 miles)
Diablo (12 miles)
Clayton (12 miles)
Martinez (15 miles)

More Info

General Info: Wealth Enhancement Group Your Advisors, Backed by an Expanded Team of Wealth Management Specialists Weâ??re happy to announce that Walnut Creek Wealth Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area. Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come.
Email: Email Business
Extra Phones: Fax: (925) 940-9500
Payment method: cash, debit
Neighborhood: Downtown Walnut Creek
Other Link: http://desmondwealth.com
Categories: Investment Management, Financial Services, Financing Consultants, Investment Advisory Service

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Details

Phone: (925) 932-1994

Address: 1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596

Website: http://desmondwealth.com

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Desmond Wealth Management, Inc.

Tax Planning
When a tax law changes we know about it. We believe in year-round tax planning to help minimize your current and future taxes. We also prepare all federal, state and local tax returns for individuals and businesses.
Tax Services
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Income Tax
We enjoy getting to know you and sharing our knowledge and expertise. We make specific recommendations for how to invest your funds giving thoughtful consideration to your short and long term goals, risk tolerance and constraints, current investment capital, inflation, the income tax impact of your choices, and your cash flow needs.
Tax Return Preparation
Nancy's responsibilities include coordinating the tax data intake and tracking all phases of tax return preparation until the final distribution of completed returns to our clients.

Investment Management
Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory”. This theory has been thoroughly researched and supported for decades by leading financial academics, including several Nobel Prize winners. Our structured investment management approach is based on several fundamentals, including...
Wealth Management
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.

Accounting Services
Nancy joined Desmond Consulting Group in 2018 primarily as our Tax/Accounting Customer Service Representative. She comes with over 15 years of Accounting/Bookkeeping experience.
Bookkeeping Services
We offer a full range of accounting and bookkeeping services including compilations of financial information, QuickBooks set up and support, business loan assistance, help with IRS audits, budgeting and more.

Financial Planning
If assets under management fall below the minimum Ongoing Financial Planning Services fees are calculated on an hourly basis.
Asset Management
Investment performance is determined largely by your portfolio’s asset allocation. We will develop your custom investment portfolio based on Nobel Prize principles and peer-reviewed academic evidence, to deliver the highest potential return per level of risk taken. The focal point of our philosophy is long-term, disciplined, globally-diversified portfolio construction. See Our Investment Philosophy.

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