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Client Center

  • 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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Meet-our-team

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 our new website and review some of our advanced features, like our Client Center. The Client Center is designed to provide you with a highly secure and convenient web-based tool to access your financial documents, data, and collaborate with our firm in real time.

We hope you like what you see. It’s the same great service, just with a new look and feel. We look forward to hearing your feedback.

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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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