Desmond Wealth Management, Inc.
Business details
- Category
- Financial Services · Financial planner
- Address
- 1850 Mt Diablo Blvd #630, Walnut Creek, CA 94596
- Phone
- (925) 932-1994
- Website
- desmondwealth.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Desmond Wealth Management, Inc. brings financial planning and tax preparation together in one place: clear guidance, careful planning, and year-round support for your finances. We are a financial planning and tax preparation practice based in Walnut Creek, serving individuals and families across Contra Costa County and the surrounding East Bay.
Our planning work starts with understanding your goals, your income, and your long-term priorities, then building a practical roadmap you can follow. Our tax preparation services help you stay organized and prepared, so filing season is less stressful and your returns reflect the planning you have done.
Whether you are just starting to organize your finances or refining a plan you already have in place, we aim to explain each step in plain language.
To learn how we can help with your planning and taxes, visit our website or give us a call to schedule a conversation.
Our planning work starts with understanding your goals, your income, and your long-term priorities, then building a practical roadmap you can follow. Our tax preparation services help you stay organized and prepared, so filing season is less stressful and your returns reflect the planning you have done.
Whether you are just starting to organize your finances or refining a plan you already have in place, we aim to explain each step in plain language.
To learn how we can help with your planning and taxes, visit our website or give us a call to schedule a conversation.