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  • Desmond Wealth Client Portal

    Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.
  • eMoney

    Wealth Management Client Financial Website, Dashboard and Vault
  • QuickBooks Online

  • ShareFile

    This is our recommended method for securely exchanging documents.
  • Video Meeting

    Join a scheduled video meeting with our team.
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Desmond Wealth Client Portal

Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

QuickBooks Online

ShareFile

This is our recommended method for securely exchanging documents.

Video Meeting

Join a scheduled video meeting with our team.
Join Meeting
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Cynthia T. Rae Lusk

Cynthia T. Rae Lusk, JD, EA - Business Operations Manager & Paraplanner

Cynthia T. Rae Lusk is the Business Operations Manager and Paraplanner for both Desmond Wealth Management and Desmond Consulting Group. Cynthia is the main point of contact for all clients engaged in our investment, financial planning or tax accounting services. Having complete and accurate financial information is essential in building any plan, and Cynthia manages the important process of gathering your financial data and then drives the ongoing process of monitoring each client’s custom implementation steps necessary to achieve their financial and life goals. Cynthia also manages operations, compliance issues and IRS resolutions.

Cynthia graduated from Lincoln Law School with a Juris Doctorate and holds a Bachelor of Arts degree in Political Science from CSU, Chico. Cynthia is enrolled to practice before the Internal Revenue Service as an Enrolled Agent having unlimited practice rights before the IRS.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Desmond Consulting Group, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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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...


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