DESMOND WEALTH MANAGEMENT, INC.
SEC RegisteredWe are pleased to announce Desmond Wealth Management, Inc. has joined Savant Wealth Management.
About the firm
Desmond Wealth Management specializes in working with high-net-worth visionaries over age 50, including business owners, families, and surviving spouses. The firm offers personal CFO services focused on growing and protecting wealth, delivering financial independence planning, investment management, and tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal CFO services including financial independence planning, investment management, tax planning and return preparation, retirement and pension planning, entity structure, tax savings strategies, business planning and succession, goal planning and progress monitoring, safety review (insurance and risk management), estate/trust and charitable planning, wealth forecast modeling, income tax reduction, and education funding.
Who they serve
High-net-worth individuals age 50 and above with $2M+ investable assets, including business owners at or near retirement, corporate executives at or near retirement, and surviving spouses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $6.9M |
| High Net Worth Individuals | 39 | $129M |
| Charitable Organizations | 14 | $9.3M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Over $1,000,000 to $3,000,000 | 1.00% |
| Over $3,000,000 to $5,000,000 | 0.75% |
| Over $5,000,000 to $10,000,000 | 0.50% |
| Over $10,000,000 | 0.00% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DESMOND WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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