Desmond Wealth Group

Desmond Wealth Group With 13+ years in financial services, Daniel specializes in retirement income and tax-efficient planning.

Previously with Goldman Sachs Ayco advising high-net-worth families, he now helps individuals and families plan for a confident retirement.

06/23/2026

Dan Desmond of Desmond Wealth Management Group, LLC will be back at the library on June 23rd at 11am for Make Your Money Last: Retirement Income Basics!

This workshop explores how people can plan for income in retirement and better understand the different types of retirement accounts they may already have. Attendees will learn how various income sources can work together over time, common planning challenges, and strategies to help support long-term financial confidence. The session is educational and geared toward helping individuals make informed choices.

Register: https://guilderland.librarycalendar.com/event/making-your-money-last-retirement-income-basics-51117

Thank you to everyone who came out to our Estate Planning Workshop! It was great seeing so many members of the Guilderla...
06/16/2026

Thank you to everyone who came out to our Estate Planning Workshop! It was great seeing so many members of the Guilderland community take the time to learn and ask thoughtful questions about protecting what matters most.

We’re grateful for the opportunity to help provide education and resources to our community. Thanks again for being part of the evening!

Thank you Guilderland Public Library for hosting the workshop! Looking forward to the next sessions.
06/03/2026

Thank you Guilderland Public Library for hosting the workshop! Looking forward to the next sessions.

05/30/2026

Join Desmond Wealth Management Group, LLC for an info. session on Estate Planning 101: Will and Trust Basics on June 2nd 11AM to 12PM.

This session offers a clear, easy-to-understand introduction to estate planning and the role a will plays in everyday life. Participants will learn why planning ahead matters, what a basic estate plan includes, and how having documents in place can help reduce stress for loved ones. The discussion is designed for adults of all ages and focuses on practical knowledge rather than legal complexity.

Small financial decisions can shape long-term outcomes more than many people realize. It’s often the consistent attentio...
05/19/2026

Small financial decisions can shape long-term outcomes more than many people realize. It’s often the consistent attention to details—not the major changes—that helps create better results over time.

Taking a few minutes to review overlooked areas can help bring clarity, uncover gaps, and ensure things still align with your current goals and wishes.

A simple conversation today may help prevent unintended consequences tomorrow.

A well-structured estate plan reduces confusion, delays, and potential conflict during an already difficult time. Clear ...
05/05/2026

A well-structured estate plan reduces confusion, delays, and potential conflict during an already difficult time. Clear instructions, updated beneficiaries, and organized documents make it easier for loved ones to carry out your wishes. It’s not just about distributing wealth—it’s about providing guidance and minimizing stress. Thoughtful planning today can spare your family unnecessary hardship tomorrow.

Retirement income often comes from multiple sources—Social Security, pensions, IRAs, brokerage accounts, and part‑time w...
04/28/2026

Retirement income often comes from multiple sources—Social Security, pensions, IRAs, brokerage accounts, and part‑time work. How and when you draw from each one affects taxes, longevity, and cash‑flow stability. A thoughtful withdrawal strategy helps your savings last longer and supports a consistent lifestyle. Coordination is key to avoiding unnecessary stress.

Retirement success depends on how income sources, taxes, healthcare, and spending all work together. Savings alone don’t...
04/21/2026

Retirement success depends on how income sources, taxes, healthcare, and spending all work together. Savings alone don’t determine stability—timing, strategy, and flexibility matter just as much. Understanding how each piece fits into your long‑term plan helps reduce surprises and keeps your lifestyle on track. A strong retirement plan adapts as life, markets, and priorities change.

Address

46 Meadow Drive
Troy, NY
12180

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15184245591

Website

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