• locale

  United States

• market

  PRIVATE

• industry

  Financial Services

• website

  www.desmondwealth.com/

Desmond Wealth Management is a self-described personal CFO service specializing in helping high-net-worth individuals (over 50, with $2M+ investable assets) in the Bay Area plan for retirement. The firm works with business owners, corporate executives, and surviving spouses providing services such as financial planning, investment management, and tax planning.