Savant Wealth Management Adds California-Based Desmond Wealth Management
The Deal Expands Savant’s Financial, Accounting, and Tax Advisory Capabilities
Key Facts at a Glance
- Partner firm: Desmond Wealth Management
- Assets Under Management (AUM): Approximately $148 million
- Headquarters: Walnut Creek, California
- Founded: Early 2000s
- Years in business: 20+
- Leadership: Gregory M. Desmond, CPA/PFS, CFP®
- Employees: 8
ROCKFORD, Ill. (May 5, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients. The transaction supports Savant’s continued growth through culturally aligned firms that share a planning-first approach. Savant did not disclose financial terms.
Gregory M. Desmond, CPA/PFS, CFP®, founded Desmond Wealth Management more than two decades ago to provide coordinated investment advice and tax planning strategies under one roof. The firm serves individuals, families, and business owners with complex planning needs, with deep experience navigating California’s tax and regulatory environment.
Through the partnership, Savant adds Desmond’s tax-centric planning philosophy to its national platform while maintaining the team and client relationships the firm has built over time. Two Desmond employees will join Savant Tax & Consulting, expanding Savant’s internal tax capabilities and reinforcing the firm’s commitment to strategic tax planning as a core component of comprehensive wealth management.
“Our clients rely on tightly coordinated advice, especially when tax decisions carry long-term consequences,” said Desmond. “Savant shares that mindset. This partnership allows us to provide deeper planning resources while continuing to serve clients with the same personalized approach.”
“Tax planning plays a central role in how our clients make decisions,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, founder and CEO of Savant Wealth Management. “Desmond Wealth Management built its practice around that same belief. This partnership helps strengthen our ability to provide integrated wealth and tax strategies and supports the continued growth of Savant Tax & Consulting.”
Desmond will join Savant as a member-owner. The Desmond team will continue serving clients from the firm’s Walnut Creek office, with no changes to its service model or planning approach, while gaining access to Savant’s broader investment, planning, and tax resources. As part of the agreement, Savant also acquired Desmond Consulting Group, which provides tax preparation and business advisory services to clients.
Savant also completed its partnership with North Ridge Wealth Advisors on Apr. 30. With the addition of these two firms, Savant now operates 68 offices in 27 states.
Frequently Asked Questions About the Savant and Desmond Wealth Management Partnership
What will change for Desmond Wealth Management clients as a result of the partnership?
Clients will continue working with the same advisory team, using the same planning approach and service model they rely on today. Savant does not expect any changes to client relationships or day-to-day interactions.
How does the partnership benefit Desmond clients?
Clients will have access to Savant’s broader planning, investment, and tax resources, including expanded in-house tax expertise. The partnership allows advisors to help provide more coordinated wealth and tax strategies while maintaining personalized service.
Will Desmond Wealth Management continue operating from its Walnut Creek office?
Yes. The team will continue serving clients from the Walnut Creek office.
Who joined Savant as part of the transaction?
Gregory M. Desmond, CPA/PFS, CFP®, joined Savant as a member-owner. Two Desmond employees joined Savant Tax & Consulting, expanding Savant’s tax planning capabilities.
How does this partnership support Savant’s tax strategy?
Desmond Wealth Management brings a long-standing, tax-centric planning approach that aligns closely with Savant’s belief that tax strategy plays a central role in comprehensive wealth management. The addition of Desmond team members to Savant Tax & Consulting reinforces that commitment.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients with approximately $50 billion in assets under management and $2 billion in assets under advisement as of Apr. 30, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered investment adviser. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.