Desmond Wealth Management Group LLC

(518) 424-5591 daniel@desmondwealthgroup.com

Prior to starting his own firm, Dan spent over 12 years at Goldman Sachs Ayco as a financial planner and wealth advisor to high-net-worth individuals and families, specializing in retirement planning, tax strategies, and complex financial solutions. Through this experience, he developed a deep understanding of how to simplify complexity and help clients make clear, informed decisions.

Today, Dan helps individuals and couples navigate retirement with clarity and confidence through personalized, fiduciary financial planning. He develops practical, easy-to-understand strategies across retirement income, investment management, tax-efficient planning, and legacy planning. His collaborative, transparent, and education-driven approach is designed to simplify complexity, empower informed decisions, and help clients strive to achieve lasting financial confidence.