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Client Center

SafeSend
This is our preferred method for receiving your documents securely and efficiently. You can follow the screen prompts to quickly send us your documents.
eMoney
Wealth Management Client Financial Website, Dashboard and Vault
TransferBigFiles
Send your large documents larger than 3GB to us securely. Enter the password "planwell" and follow the screen prompts.
QuickBooks Online
Video Meeting
Join a scheduled video meeting with our team.

SafeSend

This is our preferred method for receiving your documents securely and efficiently. You can follow the screen prompts to quickly send us your documents.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

TransferBigFiles

Send your large documents larger than 3GB to us securely. Enter the password "planwell" and follow the screen prompts.

QuickBooks Online

Video Meeting

Join a scheduled video meeting with our team.

Contact Us Today

1850 Mt. Diablo Blvd., Suite 630
Walnut Creek, CA 94596

Phone: (925) 932-1994
Fax: (925) 940-9500
Email: info@desmondwealth.com

Latest from Our Blog

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...