A Family Approach —
Giordano Wealth Management Group
Welcome to Giordano Wealth Management Group. We are a full service investment 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 dedicated to enriching the lives of the families we serve from one generation to the next. Our financial advisors 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.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Military families face unique challenges, making personal finance even more critical.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Knowing the rules may help you decide when to start benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.