For Everything That is Important to You
Giordano Wealth Management Group is a full service wealth management firm located in Los Gatos, CA, serving the surrounding communities of the Silicon Valley, including Saratoga, Campbell, San Jose, and the San Francisco Bay Area. We are committed to an unparalleled level of service and focus on developing close relationships with all of our clients.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Because we recognize that every client's needs are unique, we utilize a suite of cutting edge technology to assist us in creating a fully customized financial plan for each individual client.
With a focus on family and community, Giordano Wealth Management Group builds relationships based on mutual trust and understanding to help ensure that our neighbors and friends can pursue their financial goals with confidence. Our experienced and knowledgeable team earns your confidence by listening to you, responding to your needs, communicating clearly with you and your family members along the path toward financial prosperity.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.