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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.
Join Meeting
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Joy Maze

Joy Maze - Client Service Representative

Joy joined Desmond Wealth Management in 2014 and works closely with our new clients, helping welcome and orient them to our firm. She also spearheads setting up investment management accounts, distributing quarterly statements and invoices, handling clients’ money-movement requests, and coordinating client appreciation events.

Joy is a graduate of UC Berkeley with a Bachelor of Arts in Social Science and has a Masters of Science in International Business from St. Mary's College.


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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