A Family Approach —
Giordano Wealth Management Group
Welcome to Giordano Wealth Management Group. We are a full service wealth management firm located in Los Gatos, CA, serving the surrounding communities of Saratoga, Campbell, San Jose, and the San Francisco Bay Area. We are dedicated to enriching the lives of the families we serve from one generation to the next. We take the time to thoroughly understand your unique circumstances, goals and wealth management philosophy, providing professional service that helps to ensure your best interests remain at the forefront in all decisions made and actions taken.
Our experienced and knowledgeable team earns your confidence by listening to you, responding to your needs, communicating opportunities and guiding you and your family members along the path toward financial prosperity.
With a focus on family and community, Giordano Wealth Management Group strives to build relationships based on mutual trust and understanding to help ensure that our neighbors and friends can pursue their financial goals with confidence.
We invite you to explore our website and see just what the Giordano Wealth Management Group is all about.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Ascertaining the value of your business is important for a variety of reasons.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a breakdown of how the federal government spends your tax money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.