How does the advisor help clients – Key Takeaways:
DESMOND WEALTH MANAGEMENT, INC. is a leading financial advisory firm that provides comprehensive financial planning and investment management services to clients. The firm is committed to helping its clients achieve their financial goals through personalized strategies and expert guidance.
Facts and Insights
Founded in 2005, DESMOND WEALTH MANAGEMENT, INC. has been in business for 15 years and has built a solid reputation in the industry. With a team of highly experienced and knowledgeable advisors, the firm has helped numerous clients achieve financial success and security.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $450 million | 9 |
| 2018 | $400 million | 8 |
| 2017 | $350 million | 7 |
| 2016 | $300 million | 6 |
Financial Services Offered
DESMOND WEALTH MANAGEMENT, INC. provides a range of financial services to meet the diverse needs of its clients. Some of the key services offered by the firm include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
Client Types
The firm serves a wide range of clients, including individuals, families, small business owners, and high-net-worth individuals. The advisors at DESMOND WEALTH MANAGEMENT, INC. have the expertise and knowledge to cater to the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
DESMOND WEALTH MANAGEMENT, INC. operates on a fee-only compensation structure, which means the firm earns fees solely from the services provided to clients. This ensures that the advisors act in the best interest of the clients, without any conflicts of interest. The fees are based on a percentage of assets under management, providing transparency and alignment with the clients’ financial success.
Background
DESMOND WEALTH MANAGEMENT, INC. was founded by John Desmond, a highly experienced and respected financial advisor with over 25 years of experience in the industry. With a degree in finance and numerous professional certifications, including the Certified Financial Planner (CFP®) designation, John has built a successful career by helping his clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, DESMOND WEALTH MANAGEMENT, INC. is regulated by the Securities and Exchange Commission (SEC) and is required to make certain disclosures to its clients. This includes information about the firm’s services, fees, and any potential conflicts of interest. The firm also has a fiduciary duty to act in the best interest of its clients, ensuring that their interests always come first.