Desmond Wealth Management, Inc.

Desmond Wealth Management, Inc. We bring clarity to your unique situation through our integrated financial planning, investment mana

We are a dedicated and caring wealth management team that works with a select group of families generally consisting of busy professionals – corporate executives & managers, medical professionals, attorneys and small business owners. Unlike many other wealth management advisors, we look at your life and your finances holistically. We believe that when financial life planning, sensible investment m

anagement, and integrated tax services support each other, you can maximize control, gain efficiency, while minimizing cost. In a world where conflicts of interest and poor strategies abound, we have created a sanctuary offering stability and a reliable source of truly independent, objective and actionable advice for busy families. WE ENCOURAGE AND WELCOME YOU TO CONNECT WITH US IF:

- You are a small business owner who wants to reduce taxes and grow the business

- You have built up your business over the years and need help with crafting an exit strategy

- You are seeking a holistic, thoughtful and collaborative wealth management team for your family

- You are experiencing a life transition that impacts your financial goals

- You are looking to take a company sponsored buy-out for early retirement

- You want to get your financial house in order and want a customized and workable plan

- You need an informed second opinion on your financial situation

- You are a CPA or attorney interested in providing our resources for your clients

LEARN ABOUT GREG:

Greg Desmond is a well established Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® with over 30 years' experience. He's earned the CPA specialty of Personal Financial Specialist (PFS), a designation held by fewer than 5,000 CPA's nationwide. He received a Bachelors degree in Economics from UC Santa Barbara, and now resides in the Bay Area where he enjoys golf, biking, crafting wood furniture, triathlon training and wine collecting.

Happy Valentine's Day! Our Office is closed on Monday for President's Day. -
02/13/2026

Happy Valentine's Day! Our Office is closed on Monday for President's Day. -

Happy New Year! -
12/31/2025

Happy New Year! -

Happy Holidays! -
12/25/2025

Happy Holidays! -

Happy Thanksgiving! -
11/27/2025

Happy Thanksgiving! -

Thank You, Veterans! -
11/11/2025

Thank You, Veterans! -

Fall Back! -
11/01/2025

Fall Back! -

Happy Halloween! -
10/31/2025

Happy Halloween! -

Happy Independence Day! -
07/04/2025

Happy Independence Day! -

Our Sincere Gratitude This Memorial Day -
05/26/2025

Our Sincere Gratitude This Memorial Day -

Spring Forward! -
03/08/2025

Spring Forward! -

Happy Valentine's Day! -
02/14/2025

Happy Valentine's Day! -

Address

1850 Mt Diablo Boulevard, Ste 630
Walnut Creek, CA
94596

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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